CIA
CPNJ

Concurrent Investment Advisors’s Calamos Nasdaq-100 Structured Alt Protection ETF - June CPNJ Stock Holding History

Concurrent Investment Advisors’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
2026
Q1 		$258K Sell
9,552
-7,268
-43% -$197K ﹤0.01% 1595
2025
Q4 		$454K Buy
16,820
+7,268
+76% +$195K 0.01% 1191
2025
Q3 		$255K Sell
9,552
-26,628
-74% -$703K ﹤0.01% 1228
2025
Q2 		$946K Buy
+36,180
New +$914K 0.02% 609

Other funds holding CPNJ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $167M AUM 25.06% 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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Concurrent Investment Advisors's CPNJ Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) stake by 43% in Q1 2026, selling an estimated $197K and leaving 9,552 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Concurrent Investment Advisors first reported a position in CPNJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $946K in Q2 2025. 28 funds tracked by Wall St. Rank hold CPNJ as of Q1 2026.

  • Concurrent Investment Advisors held 9,552 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - June worth $258K as of Q1 2026.
  • Concurrent Investment Advisors sold 7,268 Calamos Nasdaq-100 Structured Alt Protection ETF - June shares in Q1 2026, an estimated $197K.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - June made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1595 holding.
  • Concurrent Investment Advisors first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - June in Q2 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Calamos Nasdaq-100 Structured Alt Protection ETF - June position peaked at $946K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.