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CPNM Institutional Ownership

Calamos Nasdaq-100 Structured Alt Protection ETF – March
1W: +0.1% 1M: +0.7% 3M: +1.5% YTD: +4.5% 1Y: +6.1%
$27.18
+0.02 (+0.07%)
 
Weekly Expected Move ±0.2%
$27 $27 $27 $27 $27
ETF AMEX · AUM $15.0M

Institutional Ownership — CPNM

17
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
1
New Positions
2
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JIM SAULNIER & ASSOCIATES, LLC 60,133 2M — +0.0% 6Q SEC ↗
2 HARBOUR INVESTMENTS, INC. 38,983 1M +20,382 +109.6% 6Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,491 584K +7,841 +57.4% 5Q SEC ↗
4 Owen LaRue, LLC 19,060 518K — +0.0% 2Q SEC ↗
5 Calamos Wealth Management LLC 18,357 499K -751 -3.9% 6Q SEC ↗
6 Capital Analysts, LLC 14,350 390K — +0.0% 5Q SEC ↗
7 CENTAURUS FINANCIAL, INC. 14,097 383K -132 -0.9% 6Q SEC ↗
8 Fortitude Advisory Group L.L.C. 13,683 372K — +0.0% 6Q SEC ↗
9 Cetera Investment Advisers 11,094 302K -3,600 -24.5% 6Q SEC ↗
10 OSAIC HOLDINGS, INC. 2,863 78K — +0.0% 2Q SEC ↗
11 FIDUCIARY FINANCIAL ADVISORS NEW 2,211 60K — +0.0% 1Q SEC ↗
12 Sunrise Financial Services, LLC 952 26K — +0.0% 2Q SEC ↗
13 Aptus Capital Advisors, LLC 817 22K — +0.0% 4Q SEC ↗
14 BURKETT FINANCIAL SERVICES, LLC 44 1K -3,002 -98.6% 6Q SEC ↗
15 GUARDIAN WEALTH ADVISORS, LLC / NC 0 0K -817 -100.0% 1Q SEC ↗
16 Calamos Advisors LLC 0 0K -19,108 -100.0% 1Q SEC ↗
17 UBS Group AG 0 0K -58 -100.0% 2Q SEC ↗
18 OLD MISSION CAPITAL LLC 0 0K -14,525 -100.0% 1Q SEC ↗
19 Sarver Vrooman Wealth Advisors 0 0K -100 -100.0% 1Q SEC ↗
20 Cambridge Investment Research Advisors 0 0K -10,365 -100.0% 3Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
FIDUCIARY FINANCIAL ADVISORS 2,211 60K
Sold Out (6)
Biggest Increases (2)
HolderAddedChange %Total Shares
HARBOUR INVESTMENTS, INC. +20,382 +109.6% 38,983
SUSQUEHANNA INTERNATIONAL GROUP, LL +7,841 +57.4% 21,491
Biggest Decreases (4)
HolderReducedChange %Total Shares
Cetera Investment Advisers -3,600 -24.5% 11,094
BURKETT FINANCIAL SERVICES, LLC -3,002 -98.6% 44
Calamos Wealth Management LLC -751 -3.9% 18,357
CENTAURUS FINANCIAL, INC. -132 -0.9% 14,097

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms