Action Point Financial Planning’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - April CBXA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.12K	Buy	+101	New	+$2.12K	﹤0.01%	2239

Other funds holding CBXA

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

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

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

Action Point Financial Planning opened a new position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - April (CBXA) in Q2 2026: 101 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #2239 among its holdings.

8 funds tracked by Wall St. Rank hold CBXA as of Q2 2026.

Action Point Financial Planning held 101 shares of Calamos Bitcoin 90 Series Structured Alt Protection ETF - April worth $2.12K as of Q2 2026.
Calamos Bitcoin 90 Series Structured Alt Protection ETF - April was a new Action Point Financial Planning position in Q2 2026.
Calamos Bitcoin 90 Series Structured Alt Protection ETF - April made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2239 holding.
8 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - April as of Q2 2026.

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