Leelyn Smith
CPNQ icon

Leelyn Smith’s Calamos Nasdaq-100 Structured Alt Protection ETF - December CPNQ Stock Holding History

Leelyn Smith’s Portfolio CPNQ Stock Details CPNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$274K Hold
9,813
– – 0.03% 148
2026
Q2 		$269K Hold
9,813
– – 0.03% 144
2026
Q1 		$261K Hold
9,813
– – 0.04% 140
2025
Q4 		$261K Buy
+9,813
New +$259K 0.04% 137

Other funds holding CPNQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Claro Advisors
Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Rooted Wealth Advisors
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 12.75% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Leelyn Smith's CPNQ Position: Q3 2026 in Review

Leelyn Smith held its Calamos Nasdaq-100 Structured Alt Protection ETF - December (CPNQ) position steady in Q3 2026 at 9,813 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #148.

Leelyn Smith first reported a position in CPNQ in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CPNQ as of Q3 2026.

  • Leelyn Smith held 9,813 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - December worth $274K as of Q3 2026.
  • Leelyn Smith left its Calamos Nasdaq-100 Structured Alt Protection ETF - December share count unchanged in Q3 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - December made up 0.03% of Leelyn Smith's portfolio in Q3 2026, its #148 holding.
  • Leelyn Smith first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - December in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - December as of Q3 2026.

Based on Leelyn Smith's 13F filing for Q3 2026, filed 3 Nov 2026.