Creative Planning
CPNS

Creative Planning’s Calamos Nasdaq-100 Structured Alt Protection ETF - September CPNS Stock Holding History

Creative Planning’s Portfolio CPNS Stock Details CPNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Hold
8,085
– – ﹤0.01% 3665
2025
Q4 		$220K Hold
8,085
– – ﹤0.01% 3479
2025
Q3 		$218K Hold
8,085
– – ﹤0.01% 3400
2025
Q2 		$213K Hold
8,085
– – ﹤0.01% 3174
2025
Q1 		$204K Buy
+8,085
New +$206K ﹤0.01% 3057

Other funds holding CPNS

OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Creative Planning's CPNS Position: Q1 2026 in Review

Creative Planning held its Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) position steady in Q1 2026 at 8,085 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #3665.

Creative Planning first reported a position in CPNS in Q1 2025 and has held it in 5 quarters since. The position peaked at $220K in Q4 2025. 20 funds tracked by Wall St. Rank hold CPNS as of Q1 2026.

  • Creative Planning held 8,085 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - September worth $220K as of Q1 2026.
  • Creative Planning left its Calamos Nasdaq-100 Structured Alt Protection ETF - September share count unchanged in Q1 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - September made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3665 holding.
  • Creative Planning first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - September in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Calamos Nasdaq-100 Structured Alt Protection ETF - September position peaked at $220K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - September as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.