PSI
CPRJ

Planning Strategies Inc.’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

Planning Strategies Inc.’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
Q2 		$13.8K Buy
+500
New +$13.7K 0.01% 287

Other funds holding CPRJ

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JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Planning Strategies Inc.'s CPRJ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) in Q2 2026: 500 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings.

13 funds tracked by Wall St. Rank hold CPRJ as of Q2 2026.

  • Planning Strategies Inc. held 500 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $13.8K as of Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July was a new Planning Strategies Inc. position in Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #287 holding.
  • 13 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.