SPIA
CPRO

Steward Partners Investment Advisory’s Calamos Russell 2000 Structured Alt Protection ETF - October CPRO Stock Holding History

Steward Partners Investment Advisory’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 		$22.8K Hold
810
– – ﹤0.01% 3365
2026
Q1 		$22K Hold
810
– – ﹤0.01% 3183
2025
Q4 		$21.8K Hold
810
– – ﹤0.01% 3108
2025
Q3 		$21.6K Buy
+810
New +$20.8K ﹤0.01% 3063

Other funds holding CPRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $160M AUM

Steward Partners Investment Advisory's CPRO Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Calamos Russell 2000 Structured Alt Protection ETF - October (CPRO) position steady in Q2 2026 at 810 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

Steward Partners Investment Advisory first reported a position in CPRO in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold CPRO as of Q2 2026.

  • Steward Partners Investment Advisory held 810 shares of Calamos Russell 2000 Structured Alt Protection ETF - October worth $22.8K as of Q2 2026.
  • Steward Partners Investment Advisory left its Calamos Russell 2000 Structured Alt Protection ETF - October share count unchanged in Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3365 holding.
  • Steward Partners Investment Advisory first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - October in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - October as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.