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
Q2 		$298K Hold
10,647
– – ﹤0.01% 3567
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Creative Planning's CPRY Position: Q2 2026 in Review

Creative Planning held its Calamos Russell 2000 Structured Alt Protection ETF - January (CPRY) position steady in Q2 2026 at 10,647 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

Creative Planning first reported a position in CPRY in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold CPRY as of Q2 2026.

  • Creative Planning held 10,647 shares of Calamos Russell 2000 Structured Alt Protection ETF - January worth $298K as of Q2 2026.
  • Creative Planning left its Calamos Russell 2000 Structured Alt Protection ETF - January share count unchanged in Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - January made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3567 holding.
  • Creative Planning first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - January in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - January as of Q2 2026.

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