Greenberg Financial Group
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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
+4,266
+30% +$113K 0.2% 62
2025
Q3 		$396K Sell
14,046
-750
-5% -$19.1K 0.14% 80
2025
Q2 		$414K Sell
14,796
-2,766
-16% -$68.2K 0.15% 74
2025
Q1 		$477K Buy
+17,562
New +$436K 0.19% 62

Other funds holding CPRY

VanWeelden Wealth Management
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Intrepid Financial Planning Group
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Maripau Wealth Management
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return

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

Greenberg Financial Group increased its Calamos Russell 2000 Structured Alt Protection ETF - January (CPRY) stake by 30% in Q4 2025, buying an estimated $113K and bringing the position to 18,312 shares worth $494K. The position accounts for 0.2% of the portfolio, ranked #62.

Greenberg Financial Group first reported a position in CPRY in Q1 2025 and has held it in 4 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.
  • Greenberg Financial Group bought 4,266 Calamos Russell 2000 Structured Alt Protection ETF - January shares in Q4 2025, an estimated $113K.
  • 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 4 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.