Sunrise Financial Services
CPRJ icon

Sunrise Financial Services’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

Sunrise Financial Services’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
Q3 		$39.5K Buy
+1,446
New +$40K 0.02% 129

Other funds holding CPRJ

Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Planning Strategies
Planning Strategies Lancaster, Pennsylvania $169M AUM
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sunrise Financial Services's CPRJ Position: Q3 2026 in Review

Sunrise Financial Services opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) in Q3 2026: 1,446 shares worth $39.5K. The stake represents 0.02% of the portfolio and ranks #129 among its holdings.

11 funds tracked by Wall St. Rank hold CPRJ as of Q3 2026.

  • Sunrise Financial Services held 1,446 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $39.5K as of Q3 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July was a new Sunrise Financial Services position in Q3 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July made up 0.02% of Sunrise Financial Services's portfolio in Q3 2026, its #129 holding.
  • 11 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q3 2026.

Based on Sunrise Financial Services's 13F filing for Q3 2026, filed 21 Oct 2026.