GREENBERG FINANCIAL GROUP CPNS — CALAMOS ETF TR

Ownership history in GREENBERG FINANCIAL GROUP  ·  2 quarters on record

AI Ownership Summary

GREENBERG FINANCIAL GROUP reported CALAMOS ETF TR (CPNS) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.09% in 2026 Q3. The latest visible filing shows CPNS at 0.09% 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 GREENBERG FINANCIAL GROUP'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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q3

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

Time in book
Holding Window
2025 Q4 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.

How GREENBERG FINANCIAL GROUP 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9,420 +2,040 +27.6% 0.09% $269K 2026-10-19 $28.49
2025 Q4 INITIATED — — — 7,380 — — 0.08% $201K 2026-01-22 $27.33

🏢 Other funds also holding CPNS

As of 2026 Q3 — sorted by position size

BURKETT FINANCIAL SERVICES, LLC 0.04% Focus Financial Network, Inc. 0.01% Sigma Planning Corp 3Y 7Y 0.01%

FAQ About GREENBERG FINANCIAL GROUP and CPNS

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

How long has GREENBERG FINANCIAL GROUP reported owning CPNS?

GREENBERG FINANCIAL GROUP reported CPNS across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported CPNS position in GREENBERG FINANCIAL GROUP's portfolio?

The largest reported portfolio weight for CPNS was 0.09% in 2026 Q3.

What is the latest reported CPNS position on this page?

The most recent filing on this page is 2026 Q3, when GREENBERG FINANCIAL GROUP reported 9,420 shares, equal to 0.09% of portfolio, with an estimated market value of $269K.

What does the chart on this CPNS ownership page compare?

The chart compares GREENBERG FINANCIAL GROUP'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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