Cambridge Investment Research Advisors, Inc. CPRJ — CALAMOS ETF TR RUSSELL

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  8 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported CALAMOS ETF TR RUSSELL (CPRJ) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows CPRJ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CPRJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in CALAMOS ETF TR RUSSELL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CPRJ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Investment Research Advisors, Inc. held CPRJ — position size vs. price
% of Fund (quarterly)    CPRJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 87,392 +70,645 +421.8% 0.01% $2K 2026-07-30 $27.64
2026 Q1 REDUCED 6.8% +2.7% ❌ 16,747 -1,219 -6.8% 0.00% $451 2026-04-30 $27.40
2025 Q4 REDUCED 58.4% +0.7% ❌ 17,966 -25,215 -58.4% 0.00% $481K 2026-02-05 $26.95
2025 Q3 REDUCED 64.2% +1.5% ❌ 43,181 -77,495 -64.2% 0.00% $1.1M 2025-11-12 $26.51
2025 Q2 REDUCED 9.2% +2.4% ❌ 120,676 -12,172 -9.2% 0.01% $3.1M 2025-07-31 $25.85
2025 Q1 ADDED — — — 132,848 +49 +0.0% 0.01% $3.3M 2025-04-22 $24.38
2024 Q4 REDUCED 6.8% -2.6% ✅ 132,799 -9,764 -6.8% 0.01% $3.4M 2025-02-14 $25.84
2024 Q3 INITIATED — — — 142,563 — — 0.01% $3.6M 2024-10-28 $25.35

🏢 Other funds also holding CPRJ

As of 2026 Q3 — sorted by position size

Planning Strategies Inc. 0.01% BURKETT FINANCIAL SERVICES, LLC 0.0%

FAQ About Cambridge Investment Research Advisors, Inc. and CPRJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning CPRJ?

Cambridge Investment Research Advisors, Inc. reported CPRJ across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported CPRJ position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for CPRJ was 0.01% in 2024 Q3.

What is the latest reported CPRJ position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 87,392 shares, equal to 0.01% of portfolio, with an estimated market value of $2K.

What does the chart on this CPRJ ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly CPRJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their CPRJ position?

Based on 13F filing dates vs. subsequent CPRJ price moves, Cambridge Investment Research Advisors, Inc. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on CPRJ relative to SPY over the holding period was +431.9%.

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