MWS
CPNS

Maxwell Wealth Strategies’s Calamos Nasdaq-100 Structured Alt Protection ETF - September CPNS Stock Holding History

Maxwell Wealth Strategies’s Portfolio CPNS Stock Details CPNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$205K Hold
8,085
– – 0.08% 110
2024
Q3 		$203K Buy
+8,085
New +$201K 0.09% 106

Other funds holding CPNS

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Maxwell Wealth Strategies's CPNS Position: Q4 2024 in Review

Maxwell Wealth Strategies held its Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) position steady in Q4 2024 at 8,085 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #110.

Maxwell Wealth Strategies first reported a position in CPNS in Q3 2024 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold CPNS as of Q4 2024.

  • Maxwell Wealth Strategies held 8,085 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - September worth $205K as of Q4 2024.
  • Maxwell Wealth Strategies left its Calamos Nasdaq-100 Structured Alt Protection ETF - September share count unchanged in Q4 2024.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - September made up 0.08% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #110 holding.
  • Maxwell Wealth Strategies first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - September in Q3 2024 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - September as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.