STOLZ & ASSOCIATES, PS CPRA — CALAMOS ETF TR

Ownership history in STOLZ & ASSOCIATES, PS  ·  3 quarters on record

AI Ownership Summary

STOLZ & ASSOCIATES, PS reported CALAMOS ETF TR (CPRA) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.7% in 2026 Q1. The latest visible filing shows CPRA at 0.60% 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 CPRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STOLZ & ASSOCIATES, PS'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

CPRA was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q1

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

Time in book
Holding Window
2026 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.

How STOLZ & ASSOCIATES, PS held CPRA — position size vs. price
% of Fund (quarterly)    CPRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 37,060 — 0% 0.60% $1.0M 2026-11-05 $27.84
2026 Q2 UNCHANGED — — — 37,060 — 0% 0.64% $1.0M 2026-07-29 $27.70
2026 Q1 INITIATED — — — 37,060 — — 0.70% $1.0M 2026-04-22 $27.33

🏢 Other funds also holding CPRA

As of 2026 Q3 — sorted by position size

Calamos Wealth Management LLC 3Y 7Y 0.02% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0%

FAQ About STOLZ & ASSOCIATES, PS and CPRA

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

How long has STOLZ & ASSOCIATES, PS reported owning CPRA?

STOLZ & ASSOCIATES, PS reported CPRA across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported CPRA position in STOLZ & ASSOCIATES, PS's portfolio?

The largest reported portfolio weight for CPRA was 0.70% in 2026 Q1.

What is the latest reported CPRA position on this page?

The most recent filing on this page is 2026 Q3, when STOLZ & ASSOCIATES, PS reported 37,060 shares, equal to 0.60% of portfolio, with an estimated market value of $1.0M.

What does the chart on this CPRA ownership page compare?

The chart compares STOLZ & ASSOCIATES, PS's quarterly CPRA 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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