Wealth Enhancement Advisory Services
CPRJ

Wealth Enhancement Advisory Services’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

Wealth Enhancement Advisory 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
2025
Q1 		– Sell
-12,015
Closed -$306K – 3191
2024
Q4 		$306K Sell
12,015
-103,927
-90% -$2.65M ﹤0.01% 2366
2024
Q3 		$2.93M Buy
+115,942
New +$2.88M 0.01% 914

Other funds holding CPRJ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) in Q1 2025, closing a stake of 12,015 shares — an estimated $306K sold.

Wealth Enhancement Advisory Services first reported a position in CPRJ in Q3 2024 and held it in 2 quarters. The position peaked at $2.93M in Q3 2024. 18 funds tracked by Wall St. Rank hold CPRJ as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Calamos Russell 2000 Structured Alt Protection ETF - July position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,015 Calamos Russell 2000 Structured Alt Protection ETF - July shares in Q1 2025, an estimated $306K.
  • Wealth Enhancement Advisory Services first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - July in Q3 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Calamos Russell 2000 Structured Alt Protection ETF - July position peaked at $2.93M in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q1 2025.

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