APFP
CBXJ

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

Action Point Financial Planning’s Portfolio CBXJ Stock Details CBXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.91K Buy
+400
New +$7.91K ﹤0.01% 1575

Other funds holding CBXJ

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) in Q2 2026: 400 shares worth $7.91K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings.

17 funds tracked by Wall St. Rank hold CBXJ as of Q2 2026.

  • Action Point Financial Planning held 400 shares of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January worth $7.91K as of Q2 2026.
  • Calamos Bitcoin 90 Series Structured Alt Protection ETF - January was a new Action Point Financial Planning position in Q2 2026.
  • Calamos Bitcoin 90 Series Structured Alt Protection ETF - January made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1575 holding.
  • 17 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - January as of Q2 2026.

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