AWM
CPRJ

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

Aspire Wealth Management’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
2024
Q3 		$181K Buy
+7,172
New +$178K 0.1% 97

Other funds holding CPRJ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Aspire Wealth Management's CPRJ Position: Q3 2024 in Review

Aspire Wealth Management opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) in Q3 2024: 7,172 shares worth $181K. The stake represents 0.1% of the portfolio and ranks #97 among its holdings.

19 funds tracked by Wall St. Rank hold CPRJ as of Q3 2024.

  • Aspire Wealth Management held 7,172 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $181K as of Q3 2024.
  • Calamos Russell 2000 Structured Alt Protection ETF - July was a new Aspire Wealth Management position in Q3 2024.
  • Calamos Russell 2000 Structured Alt Protection ETF - July made up 0.1% of Aspire Wealth Management's portfolio in Q3 2024, its #97 holding.
  • 19 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.