AFP
CBOJ

ATX Financial Planning’s Calamos Bitcoin Structured Alt Protection ETF - January CBOJ Stock Holding History

ATX Financial Planning’s Portfolio CBOJ Stock Details CBOJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$355K Sell
14,959
-45,762
-75% -$1.09M 0.27% 57
2025
Q4 		$1.46M Buy
+60,721
New +$1.54M 1.13% 25

Other funds holding CBOJ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
MAM
Markin Asset Management Rye, New York $117M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

ATX Financial Planning's CBOJ Position: Q1 2026 in Review

ATX Financial Planning reduced its Calamos Bitcoin Structured Alt Protection ETF - January (CBOJ) stake by 75% in Q1 2026, selling an estimated $1.09M and leaving 14,959 shares worth $355K. The position accounts for 0.27% of the portfolio, ranked #57.

ATX Financial Planning first reported a position in CBOJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.46M in Q4 2025. 15 funds tracked by Wall St. Rank hold CBOJ as of Q1 2026.

  • ATX Financial Planning held 14,959 shares of Calamos Bitcoin Structured Alt Protection ETF - January worth $355K as of Q1 2026.
  • ATX Financial Planning sold 45,762 Calamos Bitcoin Structured Alt Protection ETF - January shares in Q1 2026, an estimated $1.09M.
  • Calamos Bitcoin Structured Alt Protection ETF - January made up 0.27% of ATX Financial Planning's portfolio in Q1 2026, its #57 holding.
  • ATX Financial Planning first reported a position in Calamos Bitcoin Structured Alt Protection ETF - January in Q4 2025 and has held it in 2 quarters since.
  • ATX Financial Planning's Calamos Bitcoin Structured Alt Protection ETF - January position peaked at $1.46M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - January as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.