Cyndeo Wealth Partners’s Calamos Nasdaq-100 Structured Alt Protection ETF - June CPNJ Stock Holding History

Cyndeo Wealth Partners’s Portfolio CPNJ Stock Details CPNJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$215K	Buy	7,725 +25	+0.3%	+$690	0.01%	528
2026 Q2	$213K	Buy	7,700 +90	+1%	+$2.48K	0.01%	494
2026 Q1	$206K	Sell	7,610 -1,050	-12%	-$28.4K	0.01%	468
2025 Q4	$234K	Buy	8,660 +20	+0.2%	+$536	0.01%	445
2025 Q3	$230K	Sell	8,640 -550	-6%	-$14.5K	0.01%	436
2025 Q2	$240K	Buy	9,190 +25	+0.3%	+$632	0.01%	427
2025 Q1	$225K	Hold	9,165	–	–	0.01%	421
2024 Q4	$228K	Sell	9,165 -1,230	-12%	-$30.4K	0.02%	412
2024 Q3	$254K	Buy	+10,395	New	+$251K	0.02%	397

Other funds holding CPNJ

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cyndeo Wealth Partners's CPNJ Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) stake by 0.32% in Q3 2026, buying an estimated $690 and bringing the position to 7,725 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #528.

Cyndeo Wealth Partners first reported a position in CPNJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $254K in Q3 2024. 7 funds tracked by Wall St. Rank hold CPNJ as of Q3 2026.

Cyndeo Wealth Partners held 7,725 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - June worth $215K as of Q3 2026.
Cyndeo Wealth Partners bought 25 Calamos Nasdaq-100 Structured Alt Protection ETF - June shares in Q3 2026, an estimated $690.
Calamos Nasdaq-100 Structured Alt Protection ETF - June made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #528 holding.
Cyndeo Wealth Partners first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - June in Q3 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Calamos Nasdaq-100 Structured Alt Protection ETF - June position peaked at $254K in Q3 2024.
7 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.