Carson Wealth (CWM LLC)
CPRJ

Carson Wealth (CWM LLC)’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$22.1K Hold
821
– – ﹤0.01% 4345
2025
Q4 		$22K Hold
821
– – ﹤0.01% 4132
2025
Q3 		$22K Hold
821
– – ﹤0.01% 4080
2025
Q2 		$21K Hold
821
– – ﹤0.01% 3888
2025
Q1 		$20K Hold
821
– – ﹤0.01% 3687
2024
Q4 		$21K Hold
821
– – ﹤0.01% 3419
2024
Q3 		$21K Buy
+821
New +$20.4K ﹤0.01% 3337

Other funds holding CPRJ

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CPRJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) position steady in Q1 2026 at 821 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4345.

Carson Wealth (CWM LLC) first reported a position in CPRJ in Q3 2024 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold CPRJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 821 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $22.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Calamos Russell 2000 Structured Alt Protection ETF - July share count unchanged in Q1 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4345 holding.
  • Carson Wealth (CWM LLC) first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - July in Q3 2024 and has held it in 7 quarters since.
  • 26 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.