CWP
CPNJ

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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.9B AUM 25.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $167M AUM 25.06% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return