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Advus Financial Partners’s Calamos Nasdaq-100 Structured Alt Protection ETF - June CPNJ Stock Holding History

Advus Financial Partners’s Portfolio CPNJ Stock Details CPNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$327K Buy
11,768
+200
+2% +$5.52K 0.09% 111
2026
Q2 		$320K Buy
+11,568
New +$318K 0.09% 112

Other funds holding CPNJ

WealthTrust Asset Management
WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Advus Financial Partners's CPNJ Position: Q3 2026 in Review

Advus Financial Partners increased its Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) stake by 1.7% in Q3 2026, buying an estimated $5.52K and bringing the position to 11,768 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #111.

Advus Financial Partners first reported a position in CPNJ in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold CPNJ as of Q3 2026.

  • Advus Financial Partners held 11,768 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - June worth $327K as of Q3 2026.
  • Advus Financial Partners bought 200 Calamos Nasdaq-100 Structured Alt Protection ETF - June shares in Q3 2026, an estimated $5.52K.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - June made up 0.09% of Advus Financial Partners's portfolio in Q3 2026, its #111 holding.
  • Advus Financial Partners first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - June in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.