Wealth Enhancement Advisory Services
CPNS

Wealth Enhancement Advisory Services’s Calamos Nasdaq-100 Structured Alt Protection ETF - September CPNS Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q1 		– Sell
-109,722
Closed -$2.78M – 3194
2024
Q4 		$2.78M Buy
109,722
+99,201
+943% +$2.5M 0.01% 1029
2024
Q3 		$263K Buy
+10,521
New +$262K ﹤0.01% 2263

Other funds holding CPNS

OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's CPNS Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) in Q1 2025, closing a stake of 109,722 shares — an estimated $2.78M sold.

Wealth Enhancement Advisory Services first reported a position in CPNS in Q3 2024 and held it in 2 quarters. The position peaked at $2.78M in Q4 2024. 15 funds tracked by Wall St. Rank hold CPNS as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Calamos Nasdaq-100 Structured Alt Protection ETF - September position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 109,722 Calamos Nasdaq-100 Structured Alt Protection ETF - September shares in Q1 2025, an estimated $2.78M.
  • Wealth Enhancement Advisory Services first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - September in Q3 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Calamos Nasdaq-100 Structured Alt Protection ETF - September position peaked at $2.78M in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - September as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.