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
Q2 		$227K Hold
8,085
– – ﹤0.01% 3783
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 $288M AUM 29.4% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

Creative Planning's CPNS Position: Q2 2026 in Review

Creative Planning held its Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) position steady in Q2 2026 at 8,085 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3783.

Creative Planning first reported a position in CPNS in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold CPNS as of Q2 2026.

  • Creative Planning held 8,085 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - September worth $227K as of Q2 2026.
  • Creative Planning left its Calamos Nasdaq-100 Structured Alt Protection ETF - September share count unchanged in Q2 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - September made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3783 holding.
  • Creative Planning first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - September in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - September as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.