SFS
CPNM

Sunrise Financial Services’s Calamos Nasdaq-100 Structured Alt Protection ETF - March CPNM Stock Holding History

Sunrise Financial Services’s Portfolio CPNM Stock Details CPNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5K Hold
952
– – 0.02% 160
2026
Q1 		$24.8K Buy
+952
New +$24.9K 0.02% 165

Other funds holding CPNM

JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sunrise Financial Services's CPNM Position: Q2 2026 in Review

Sunrise Financial Services held its Calamos Nasdaq-100 Structured Alt Protection ETF - March (CPNM) position steady in Q2 2026 at 952 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #160.

Sunrise Financial Services first reported a position in CPNM in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold CPNM as of Q2 2026.

  • Sunrise Financial Services held 952 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - March worth $25.5K as of Q2 2026.
  • Sunrise Financial Services left its Calamos Nasdaq-100 Structured Alt Protection ETF - March share count unchanged in Q2 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - March made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #160 holding.
  • Sunrise Financial Services first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - March in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - March as of Q2 2026.

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