AWA
CPNJ

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
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

PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Amplius Wealth Advisors's CPNJ Position: Q2 2026 in Review

Amplius Wealth Advisors held its Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) position steady in Q2 2026 at 20,500 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #113.

Amplius Wealth Advisors first reported a position in CPNJ in Q2 2024 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold CPNJ as of Q2 2026.

  • Amplius Wealth Advisors held 20,500 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - June worth $566K as of Q2 2026.
  • Amplius Wealth Advisors left its Calamos Nasdaq-100 Structured Alt Protection ETF - June share count unchanged in Q2 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - June made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #113 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 9 quarters since.
  • 7 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.