CA
CPRJ

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

Claro 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
2024
Q4 		– Sell
-11,888
Closed -$300K – 556
2024
Q3 		$300K Buy
+11,888
New +$296K 0.04% 378

Other funds holding CPRJ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Claro Advisors's CPRJ Position: Q4 2024 in Review

Claro Advisors sold out of Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) in Q4 2024, closing a stake of 11,888 shares — an estimated $300K sold.

Claro Advisors first reported a position in CPRJ in Q3 2024 and held it in 1 quarter. The position peaked at $300K in Q3 2024. 19 funds tracked by Wall St. Rank hold CPRJ as of Q4 2024.

  • Claro Advisors reported no remaining Calamos Russell 2000 Structured Alt Protection ETF - July position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 11,888 Calamos Russell 2000 Structured Alt Protection ETF - July shares in Q4 2024, an estimated $300K.
  • Claro Advisors first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - July in Q3 2024 and held it in 1 quarter.
  • Claro Advisors's Calamos Russell 2000 Structured Alt Protection ETF - July position peaked at $300K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.