MFS
CPRO

Montgomery Financial Services’s Calamos Russell 2000 Structured Alt Protection ETF - October CPRO Stock Holding History

Montgomery Financial Services’s Portfolio CPRO Stock Details CPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.1K Buy
+2,416
New +$67.2K 0.06% 57

Other funds holding CPRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Montgomery Financial Services's CPRO Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - October (CPRO) in Q2 2026: 2,416 shares worth $68.1K. The stake represents 0.06% of the portfolio and ranks #57 among its holdings.

21 funds tracked by Wall St. Rank hold CPRO as of Q2 2026.

  • Montgomery Financial Services held 2,416 shares of Calamos Russell 2000 Structured Alt Protection ETF - October worth $68.1K as of Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - October was a new Montgomery Financial Services position in Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - October made up 0.06% of Montgomery Financial Services's portfolio in Q2 2026, its #57 holding.
  • 21 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - October as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.