CWG
CPRY

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

Crown Wealth Group’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 		$14M Buy
499,424
+24,787
+5% +$686K 3.56% 5
2026
Q1 		$12.9M Buy
474,637
+4,722
+1% +$128K 3.78% 6
2025
Q4 		$12.7M Buy
469,915
+31,533
+7% +$832K 3.54% 5
2025
Q3 		$11.4M Buy
+438,382
New +$11.2M 3.43% 7

Other funds holding CPRY

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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EIP
Essential Investment Partners Englewood, Colorado $125M AUM

Crown Wealth Group's CPRY Position: Q2 2026 in Review

Crown Wealth Group increased its Calamos Russell 2000 Structured Alt Protection ETF - January (CPRY) stake by 5.2% in Q2 2026, buying an estimated $686K and bringing the position to 499,424 shares worth $14M. The position accounts for 3.56% of the portfolio, ranked #5.

Crown Wealth Group first reported a position in CPRY in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold CPRY as of Q2 2026.

  • Crown Wealth Group held 499,424 shares of Calamos Russell 2000 Structured Alt Protection ETF - January worth $14M as of Q2 2026.
  • Crown Wealth Group bought 24,787 Calamos Russell 2000 Structured Alt Protection ETF - January shares in Q2 2026, an estimated $686K.
  • Calamos Russell 2000 Structured Alt Protection ETF - January made up 3.56% of Crown Wealth Group's portfolio in Q2 2026, its #5 holding.
  • Crown Wealth Group first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - January in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - January as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.