GWANC
CPNM

Guardian Wealth Advisors (North Carolina)’s Calamos Nasdaq-100 Structured Alt Protection ETF - March CPNM Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio CPNM Stock Details CPNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-817
Closed -$21.3K – 636
2026
Q1 		$21.3K Buy
+817
New +$21.4K ﹤0.01% 500

Other funds holding CPNM

JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CPNM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Calamos Nasdaq-100 Structured Alt Protection ETF - March (CPNM) in Q2 2026, closing a stake of 817 shares — an estimated $21.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CPNM in Q1 2026 and held it in 1 quarter. The position peaked at $21.3K in Q1 2026. 14 funds tracked by Wall St. Rank hold CPNM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Calamos Nasdaq-100 Structured Alt Protection ETF - March position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 817 Calamos Nasdaq-100 Structured Alt Protection ETF - March shares in Q2 2026, an estimated $21.3K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - March in Q1 2026 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Calamos Nasdaq-100 Structured Alt Protection ETF - March position peaked at $21.3K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - March as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.