CPRY β€” CALAMOS ETF TR

Ownership history in Crown Wealth Group, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Crown Wealth Group, LLC reported a position in CALAMOS ETF TR (CPRY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.54% (2025 Q4)
πŸ“Š Avg. % of fund
3.49%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    CPRY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 469,915 +31,533 +7.2% 3.54% $12.7M $26.99
2025 Q3 INITIATED 438,382 β€” β€” 3.43% $11.4M $26.04

🏒 Other funds also holding CPRY

As of 2025 Q4 β€” sorted by position size

Intrepid Financial Planning Group LLC 3Y 0.73% MARIPAU WEALTH MANAGEMENT LLC 3Y 0.3% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 0.08% BURKETT FINANCIAL SERVICES, LLC 0.07% Signal Advisors Wealth, LLC 0.06% Calamos Wealth Management LLC 3Y 7Y 0.02% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.02% WEDBUSH SECURITIES INC 3Y 7Y 0.02% HARBOUR INVESTMENTS, INC. 3Y 0.01% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.01%
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