Creative Planning CPNS — CALAMOS ETF TR

Ownership history in Creative Planning  ·  7 quarters on record

AI Ownership Summary

Creative Planning reported CALAMOS ETF TR (CPNS) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. The latest visible filing shows CPNS at 0.00% 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 CPNS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creative Planning's position in CALAMOS ETF TR, 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 Q3

CPNS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q3

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.

CPNS stock page Creative Planning fund profile Creative Planning full holdings
How Creative Planning held CPNS — position size vs. price
% of Fund (quarterly)    CPNS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 8,085 — 0% 0.00% $231K 2026-11-02 $28.24
2026 Q2 UNCHANGED — — — 8,085 — 0% 0.00% $227K 2026-08-13 $28.32
2026 Q1 UNCHANGED — — — 8,085 — 0% 0.00% $220K 2026-05-12 $27.94
2025 Q4 UNCHANGED — — — 8,085 — 0% 0.00% $220K 2026-02-17 $27.27
2025 Q3 UNCHANGED — — — 8,085 — 0% 0.00% $218K 2025-11-14 $27.04
2025 Q2 UNCHANGED — — — 8,085 — 0% 0.00% $213K 2025-08-08 $26.61
2025 Q1 INITIATED — — — 8,085 — — 0.00% $204K 2025-05-15 $25.88

🏢 Other funds also holding CPNS

As of 2026 Q3 — sorted by position size

JIM SAULNIER & ASSOCIATES, LLC 0.44% GREENBERG FINANCIAL GROUP 0.09% BURKETT FINANCIAL SERVICES, LLC 0.04% Verdence Capital Advisors LLC 3Y 0.04% Claro Advisors Inc. 3Y 7Y 0.03% Calamos Wealth Management LLC 3Y 7Y 0.02% Focus Financial Network, Inc. 0.01% Sigma Planning Corp 3Y 7Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0%

FAQ About Creative Planning and CPNS

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

How long has Creative Planning reported owning CPNS?

Creative Planning reported CPNS across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported CPNS position in Creative Planning's portfolio?

The largest reported portfolio weight for CPNS was 0.00% in 2025 Q1.

What is the latest reported CPNS position on this page?

The most recent filing on this page is 2026 Q3, when Creative Planning reported 8,085 shares, equal to 0.00% of portfolio, with an estimated market value of $231K.

What does the chart on this CPNS ownership page compare?

The chart compares Creative Planning's quarterly CPNS 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.

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