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

Amplius Wealth Advisors’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	$250K	Sell	9,000 -11,500	-56%	-$317K	0.02%	188
2026 Q2	$566K	Hold	20,500	–	–	0.04%	113
2026 Q1	$554K	Hold	20,500	–	–	0.05%	100
2025 Q4	$553K	Hold	20,500	–	–	0.05%	97
2025 Q3	$546K	Hold	20,500	–	–	0.05%	100
2025 Q2	$536K	Hold	20,500	–	–	0.05%	111
2025 Q1	$504K	Hold	20,500	–	–	0.05%	111
2024 Q4	$511K	Hold	20,500	–	–	0.05%	103
2024 Q3	$502K	Buy	20,500 +9,800	+92%	+$236K	0.05%	97
2024 Q2	$257K	Buy	+10,700	New	+$256K	0.03%	142

Other funds holding CPNJ

WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Amplius Wealth Advisors's CPNJ Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) stake by 56% in Q3 2026, selling an estimated $317K and leaving 9,000 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #188.

Amplius Wealth Advisors first reported a position in CPNJ in Q2 2024 and has held it in 10 quarters since. The position peaked at $566K in Q2 2026. 10 funds tracked by Wall St. Rank hold CPNJ as of Q3 2026.

Amplius Wealth Advisors held 9,000 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - June worth $250K as of Q3 2026.
Amplius Wealth Advisors sold 11,500 Calamos Nasdaq-100 Structured Alt Protection ETF - June shares in Q3 2026, an estimated $317K.
Calamos Nasdaq-100 Structured Alt Protection ETF - June made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #188 holding.
Amplius Wealth Advisors first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - June in Q2 2024 and has held it in 10 quarters since.
Amplius Wealth Advisors's Calamos Nasdaq-100 Structured Alt Protection ETF - June position peaked at $566K in Q2 2026.
10 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.