AWS
CPNJ

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

Atria Wealth Solutions’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
Q2 		$300K Sell
11,456
-750
-6% -$19K 0.01% 1149
2025
Q1 		$300K Hold
12,206
– – ﹤0.01% 1462
2024
Q4 		$304K Hold
12,206
– – ﹤0.01% 1539
2024
Q3 		$299K Hold
12,206
– – ﹤0.01% 1523
2024
Q2 		$293K Buy
+12,206
New +$292K ﹤0.01% 1522

Other funds holding CPNJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Atria Wealth Solutions's CPNJ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) stake by 6.1% in Q2 2025, selling an estimated $19K and leaving 11,456 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #1149.

Atria Wealth Solutions first reported a position in CPNJ in Q2 2024 and has held it in 5 quarters since. The position peaked at $304K in Q4 2024. 30 funds tracked by Wall St. Rank hold CPNJ as of Q2 2025.

  • Atria Wealth Solutions held 11,456 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - June worth $300K as of Q2 2025.
  • Atria Wealth Solutions sold 750 Calamos Nasdaq-100 Structured Alt Protection ETF - June shares in Q2 2025, an estimated $19K.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - June made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1149 holding.
  • Atria Wealth Solutions first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - June in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's Calamos Nasdaq-100 Structured Alt Protection ETF - June position peaked at $304K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.