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
Q2 		$264K Hold
9,552
– – ﹤0.01% 1772
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 $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Concurrent Investment Advisors's CPNJ Position: Q2 2026 in Review

Concurrent Investment Advisors held its Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) position steady in Q2 2026 at 9,552 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Concurrent Investment Advisors first reported a position in CPNJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $946K in Q2 2025. 32 funds tracked by Wall St. Rank hold CPNJ as of Q2 2026.

  • Concurrent Investment Advisors held 9,552 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - June worth $264K as of Q2 2026.
  • Concurrent Investment Advisors left its Calamos Nasdaq-100 Structured Alt Protection ETF - June share count unchanged in Q2 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - June made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1772 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 5 quarters since.
  • Concurrent Investment Advisors's Calamos Nasdaq-100 Structured Alt Protection ETF - June position peaked at $946K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.