Crown Wealth Group
CPRJ icon

Crown Wealth Group’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

Crown Wealth Group’s Portfolio CPRJ Stock Details CPRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.54M Buy
+56,301
New +$1.56M 0.38% 39
2025
Q1 		– Sell
-15,000
Closed -$382K – 127
2024
Q4 		$382K Hold
15,000
– – 0.16% 73
2024
Q3 		$379K Buy
+15,000
New +$373K 0.16% 70

Other funds holding CPRJ

Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Planning Strategies
Planning Strategies Lancaster, Pennsylvania $169M AUM
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Crown Wealth Group's CPRJ Position: Q3 2026 in Review

Crown Wealth Group opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) in Q3 2026: 56,301 shares worth $1.54M. The stake represents 0.38% of the portfolio and ranks #39 among its holdings. This is a return to the name: Crown Wealth Group previously reported a position in CPRJ as recently as Q4 2024.

Crown Wealth Group first reported a position in CPRJ in Q3 2024 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold CPRJ as of Q3 2026.

  • Crown Wealth Group held 56,301 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $1.54M as of Q3 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July was a new Crown Wealth Group position in Q3 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July made up 0.38% of Crown Wealth Group's portfolio in Q3 2026, its #39 holding.
  • Crown Wealth Group first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - July in Q3 2024 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.