PS
CPRJ

Planning Strategies’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

Planning Strategies’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
Q2 		$13.8K Buy
+500
New +$13.7K 0.01% 287

Other funds holding CPRJ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Planning Strategies's CPRJ Position: Q2 2026 in Review

Planning Strategies opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) in Q2 2026: 500 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings.

27 funds tracked by Wall St. Rank hold CPRJ as of Q2 2026.

  • Planning Strategies held 500 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $13.8K as of Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July was a new Planning Strategies position in Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #287 holding.
  • 27 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.