CWM
CPNJ

Congress Wealth Management’s Calamos Nasdaq-100 Structured Alt Protection ETF - June CPNJ Stock Holding History

Congress Wealth Management’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
2025
Q2 		$209K Buy
+7,971
New +$201K ﹤0.01% 1137

Other funds holding CPNJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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

Congress Wealth Management's CPNJ Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) in Q2 2025: 7,971 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings.

30 funds tracked by Wall St. Rank hold CPNJ as of Q2 2025.

  • Congress Wealth Management held 7,971 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - June worth $209K as of Q2 2025.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - June was a new Congress Wealth Management position in Q2 2025.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - June made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1137 holding.
  • 30 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.