Creative Planning
CPRY

Creative Planning’s Calamos Russell 2000 Structured Alt Protection ETF - January CPRY Stock Holding History

Creative Planning’s Portfolio CPRY Stock Details CPRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$289K Buy
+10,647
New +$290K ﹤0.01% 3459

Other funds holding CPRY

CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Creative Planning's CPRY Position: Q1 2026 in Review

Creative Planning opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - January (CPRY) in Q1 2026: 10,647 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #3459 among its holdings.

26 funds tracked by Wall St. Rank hold CPRY as of Q1 2026.

  • Creative Planning held 10,647 shares of Calamos Russell 2000 Structured Alt Protection ETF - January worth $289K as of Q1 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - January was a new Creative Planning position in Q1 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - January made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3459 holding.
  • 26 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - January as of Q1 2026.

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