Signal Advisors Wealth, LLC CPRY — CALAMOS ETF TR

Ownership history in Signal Advisors Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Signal Advisors Wealth, LLC reported CALAMOS ETF TR (CPRY) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows CPRY at 0.05% 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 CPRY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Signal Advisors Wealth, LLC'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 Q1

CPRY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

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 Q1

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.

CPRY stock page Signal Advisors Wealth, LLC fund profile Signal Advisors Wealth, LLC full holdings
How Signal Advisors Wealth, LLC held CPRY — position size vs. price
% of Fund (quarterly)    CPRY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,257 -1,815 -7.0% 0.05% $658K 2026-04-17 $27.59
2025 Q4 REDUCED 18.1% +0.6% ❌ 26,072 -5,772 -18.1% 0.06% $704K 2026-01-13 $27.22
2025 Q3 ADDED — — — 31,844 +3,184 +11.1% 0.08% $829K 2025-10-10 $25.96
2025 Q2 ADDED — — — 28,660 +7,441 +35.1% 0.06% $717K 2025-07-10 $25.27
2025 Q1 INITIATED — — — 21,219 — — 0.05% $521K 2025-04-11 $24.41

🏢 Other funds also holding CPRY

As of 2026 Q1 — sorted by position size

Crown Wealth Group, LLC 3Y 3.78% GREENBERG FINANCIAL GROUP 0.2% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 0.07% BURKETT FINANCIAL SERVICES, LLC 0.07% WEDBUSH SECURITIES INC 3Y 7Y 0.02% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.01% Sound Income Strategies, LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% CX Institutional 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Signal Advisors Wealth, LLC and CPRY

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

How long has Signal Advisors Wealth, LLC reported owning CPRY?

Signal Advisors Wealth, LLC reported CPRY across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CPRY position in Signal Advisors Wealth, LLC's portfolio?

The largest reported portfolio weight for CPRY was 0.08% in 2025 Q3.

What is the latest reported CPRY position on this page?

The most recent filing on this page is 2026 Q1, when Signal Advisors Wealth, LLC reported 24,257 shares, equal to 0.05% of portfolio, with an estimated market value of $658K.

What does the chart on this CPRY ownership page compare?

The chart compares Signal Advisors Wealth, LLC's quarterly CPRY 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 Signal Advisors Wealth, LLC time their CPRY position?

Based on 13F filing dates vs. subsequent CPRY price moves, Signal Advisors Wealth, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CPRY relative to SPY over the holding period was -18.9%.

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