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CAL Nasdaq 100 ST ALT PR (CPNQ)

CUSIP: 12811T852 | NYSE | 38 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC44,187
0.0% of portfolio›$1.2M
Verdence Capital Advisors LLC27,610
0.0% of portfolio›$769.8K
JIM Saulnier & Associates, LLC25,481
0.3% of portfolio›$710.4K
Claro Advisors Inc.14,645
0.0% of portfolio›$408.3K
Signal Advisors Wealth, LLC14,196
0.0% of portfolio›$395.8K
Rooted Wealth Advisors, Inc.12,651
0.1% of portfolio›$346.8K
Wedbush Securities Inc10,516
0.0% of portfolio›$293.0K
Leelyn Smith, LLC9,813
0.0% of portfolio›$273.6K
Sigma Planning Corp7,470
0.0% of portfolio›$208.3K
Creative Financial Designs Inc2,872
0.0% of portfolio›$80.1K
Harbour Investments, Inc.1,366
0.0% of portfolio›$38.1K
CX Institutional374
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
44,187$1.2M0.0%ETFLowWaltham, MA2026-11-02
Verdence Capital Advisors LLC
27,610$769.8K0.0%CoreMediumHunt Valley, MD2026-10-26
JIM Saulnier & Associates, LLC
25,481$710.4K0.3%ETFMediumFort Collins, CO2026-11-04
Claro Advisors Inc.
14,645$408.3K0.0%CoreLowBoston, MA2026-11-02
Signal Advisors Wealth, LLC
14,196$395.8K0.0%ETFLowDetroit, MI2026-10-13
Rooted Wealth Advisors, Inc.
12,651$346.8K0.1%ETFLowBourbonnais, IL2026-11-03
Wedbush Securities Inc
10,516$293.0K0.0%CoreLowPasadena, CA2026-10-22
Leelyn Smith, LLC
9,813$273.6K0.0%GrowthLowGeneva, IL2026-11-03
Sigma Planning Corp
7,470$208.3K0.0%CoreMediumAnn Arbor, MI2026-10-23
Creative Financial Designs Inc
2,872$80.1K0.0%ETFMediumKokomo, IN2026-11-04
Harbour Investments, Inc.
1,366$38.1K0.0%ETFLowMadison, WI2026-11-09
CX Institutional
374$100.0%CoreMediumAuburn, IN2026-10-02