Burkett Financial Services
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Burkett Financial Services’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

Burkett Financial Services’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 		$6.41K Buy
+234
New +$6.47K ﹤0.01% 317

Other funds holding CPRJ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Burkett Financial Services's CPRJ Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) in Q3 2026: 234 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #317 among its holdings.

18 funds tracked by Wall St. Rank hold CPRJ as of Q3 2026.

  • Burkett Financial Services held 234 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $6.41K as of Q3 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July was a new Burkett Financial Services position in Q3 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #317 holding.
  • 18 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.