RWA
CPNQ

Rooted Wealth Advisors’s Calamos Nasdaq-100 Structured Alt Protection ETF - December CPNQ Stock Holding History

Rooted Wealth Advisors’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
Q1 		$341K Hold
12,651
– – 0.09% 106
2025
Q4 		$335K Buy
+12,651
New +$334K 0.09% 104

Other funds holding CPNQ

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VWM
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HI
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Cambridge Investment Research Advisors
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Commonwealth Equity Services
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MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return