Amplius Wealth Advisors’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

Amplius Wealth Advisors’s Portfolio CPRJ Stock Details CPRJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$556K	Sell	20,356 -6,144	-23%	-$170K	0.04%	130
2026 Q2	$733K	Hold	26,500	–	–	0.05%	95
2026 Q1	$714K	Sell	26,500 -2,000	-7%	-$54K	0.06%	88
2025 Q4	$763K	Hold	28,500	–	–	0.06%	82
2025 Q3	$753K	Hold	28,500	–	–	0.07%	87
2025 Q2	$734K	Hold	28,500	–	–	0.07%	96
2025 Q1	$707K	Hold	28,500	–	–	0.07%	90
2024 Q4	$726K	Buy	+28,500	New	+$727K	0.07%	87

Other funds holding CPRJ

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

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

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 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

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

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

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

Amplius Wealth Advisors reduced its Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) stake by 23% in Q3 2026, selling an estimated $170K and leaving 20,356 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #130.

Amplius Wealth Advisors first reported a position in CPRJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $763K in Q4 2025. 11 funds tracked by Wall St. Rank hold CPRJ as of Q3 2026.

Amplius Wealth Advisors held 20,356 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $556K as of Q3 2026.
Amplius Wealth Advisors sold 6,144 Calamos Russell 2000 Structured Alt Protection ETF - July shares in Q3 2026, an estimated $170K.
Calamos Russell 2000 Structured Alt Protection ETF - July made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #130 holding.
Amplius Wealth Advisors first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - July in Q4 2024 and has held it in 8 quarters since.
Amplius Wealth Advisors's Calamos Russell 2000 Structured Alt Protection ETF - July position peaked at $763K in Q4 2025.
11 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q3 2026.

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