IFP Advisors’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

IFP Advisors’s Portfolio CPRJ Stock Details CPRJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.64K	Sell	133 -177	-57%	-$4.89K	﹤0.01%	3962
2026 Q2	$8.58K	Sell	310 -15	-5%	-$412	﹤0.01%	3490
2026 Q1	$8.76K	Hold	325	–	–	﹤0.01%	3214
2025 Q4	$8.7K	Hold	325	–	–	﹤0.01%	3133
2025 Q3	$8.58K	Hold	325	–	–	﹤0.01%	2981
2025 Q2	$8.37K	Buy	+325	New	+$8.1K	﹤0.01%	3027

Other funds holding CPRJ

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

IFP Advisors's CPRJ Position: Q3 2026 in Review

IFP Advisors reduced its Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) stake by 57% in Q3 2026, selling an estimated $4.89K and leaving 133 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3962.

IFP Advisors first reported a position in CPRJ in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.76K in Q1 2026. 11 funds tracked by Wall St. Rank hold CPRJ as of Q3 2026.

IFP Advisors held 133 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $3.64K as of Q3 2026.
IFP Advisors sold 177 Calamos Russell 2000 Structured Alt Protection ETF - July shares in Q3 2026, an estimated $4.89K.
Calamos Russell 2000 Structured Alt Protection ETF - July made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3962 holding.
IFP Advisors first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - July in Q2 2025 and has held it in 6 quarters since.
IFP Advisors's Calamos Russell 2000 Structured Alt Protection ETF - July position peaked at $8.76K in Q1 2026.
11 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.