Action Point Financial Planning’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - July CBTY Stock Holding History

Action Point Financial Planning’s Portfolio CBTY Stock Details CBTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.78K	Buy	+500	New	+$9.88K	﹤0.01%	1470

Other funds holding CBTY

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $119M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's CBTY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - July (CBTY) in Q2 2026: 500 shares worth $9.78K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings.

10 funds tracked by Wall St. Rank hold CBTY as of Q2 2026.

Action Point Financial Planning held 500 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - July worth $9.78K as of Q2 2026.
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July was a new Action Point Financial Planning position in Q2 2026.
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1470 holding.
10 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - July as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.