AWM
CPNJ

AE Wealth Management’s Calamos Nasdaq-100 Structured Alt Protection ETF - June CPNJ Stock Holding History

AE Wealth Management’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
2025
Q1 		– Sell
-49
Closed -$1.22K – 2300
2024
Q4 		$1.22K Buy
+49
New +$1.21K ﹤0.01% 2025

Other funds holding CPNJ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $167M AUM 25.06% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return

AE Wealth Management's CPNJ Position: Q1 2025 in Review

AE Wealth Management sold out of Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) in Q1 2025, closing a stake of 49 shares — an estimated $1.22K sold.

AE Wealth Management first reported a position in CPNJ in Q4 2024 and held it in 1 quarter. The position peaked at $1.22K in Q4 2024. 20 funds tracked by Wall St. Rank hold CPNJ as of Q1 2025.

  • AE Wealth Management reported no remaining Calamos Nasdaq-100 Structured Alt Protection ETF - June position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 49 Calamos Nasdaq-100 Structured Alt Protection ETF - June shares in Q1 2025, an estimated $1.22K.
  • AE Wealth Management first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - June in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Calamos Nasdaq-100 Structured Alt Protection ETF - June position peaked at $1.22K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.