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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cyndeo Wealth Partners's CPNJ Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) stake by 1.2% in Q2 2026, buying an estimated $2.48K and bringing the position to 7,700 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #494.

Cyndeo Wealth Partners first reported a position in CPNJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $254K in Q3 2024. 32 funds tracked by Wall St. Rank hold CPNJ as of Q2 2026.

  • Cyndeo Wealth Partners held 7,700 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - June worth $213K as of Q2 2026.
  • Cyndeo Wealth Partners bought 90 Calamos Nasdaq-100 Structured Alt Protection ETF - June shares in Q2 2026, an estimated $2.48K.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - June made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #494 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 8 quarters since.
  • Cyndeo Wealth Partners's Calamos Nasdaq-100 Structured Alt Protection ETF - June position peaked at $254K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - June as of Q2 2026.

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