GFG
CPRY

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

Greenberg Financial 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
2025
Q4 		$494K Buy
+18,312
New +$483K 0.2% 62
2025
Q2 		$414K Sell
14,796
-2,766
-16% -$68.2K 0.15% 74
2025
Q1 		$477K Buy
+17,562
New +$436K 0.2% 62

Other funds holding CPRY

VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

Greenberg Financial Group's CPRY Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - January (CPRY) in Q4 2025: 18,312 shares worth $494K. The stake represents 0.2% of the portfolio and ranks #62 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in CPRY as recently as Q2 2025.

Greenberg Financial Group first reported a position in CPRY in Q1 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold CPRY as of Q4 2025.

  • Greenberg Financial Group held 18,312 shares of Calamos Russell 2000 Structured Alt Protection ETF - January worth $494K as of Q4 2025.
  • Calamos Russell 2000 Structured Alt Protection ETF - January was a new Greenberg Financial Group position in Q4 2025.
  • Calamos Russell 2000 Structured Alt Protection ETF - January made up 0.2% of Greenberg Financial Group's portfolio in Q4 2025, its #62 holding.
  • Greenberg Financial Group first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - January in Q1 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - January as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.