Sigma Planning Corp
CPNS icon

Sigma Planning Corp’s Calamos Nasdaq-100 Structured Alt Protection ETF - September CPNS Stock Holding History

Sigma Planning Corp’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
2026
Q3 		$238K Hold
8,343
– – 0.01% 1162
2026
Q2 		$235K Hold
8,343
– – 0.01% 1237
2026
Q1 		$227K Hold
8,343
– – 0.01% 1181
2025
Q4 		$227K Hold
8,343
– – 0.01% 1155
2025
Q3 		$225K Buy
+8,343
New +$222K 0.01% 1167

Other funds holding CPNS

Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
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
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Claro Advisors
Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Sigma Planning Corp's CPNS Position: Q3 2026 in Review

Sigma Planning Corp held its Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) position steady in Q3 2026 at 8,343 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #1162.

Sigma Planning Corp first reported a position in CPNS in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold CPNS as of Q3 2026.

  • Sigma Planning Corp held 8,343 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - September worth $238K as of Q3 2026.
  • Sigma Planning Corp left its Calamos Nasdaq-100 Structured Alt Protection ETF - September share count unchanged in Q3 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - September made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1162 holding.
  • Sigma Planning Corp first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - September in Q3 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - September as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.