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 Q2	$343K	Sell	14,587 -372	-2%	-$8.75K	0.23%	65
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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Evexia Wealth Stevens Point, Wisconsin $369M AUM 26.67% 1-Year Est. Return

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

AFP

Advus Financial Partners Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return

MAM

Markin Asset Management Rye, New York $117M AUM

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $119M AUM

ATX Financial Planning's CBOJ Position: Q2 2026 in Review

ATX Financial Planning reduced its Calamos Bitcoin Structured Alt Protection ETF - January (CBOJ) stake by 2.5% in Q2 2026, selling an estimated $8.75K and leaving 14,587 shares worth $343K. The position accounts for 0.23% of the portfolio, ranked #65.

ATX Financial Planning first reported a position in CBOJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q4 2025. 16 funds tracked by Wall St. Rank hold CBOJ as of Q2 2026.

ATX Financial Planning held 14,587 shares of Calamos Bitcoin Structured Alt Protection ETF - January worth $343K as of Q2 2026.
ATX Financial Planning sold 372 Calamos Bitcoin Structured Alt Protection ETF - January shares in Q2 2026, an estimated $8.75K.
Calamos Bitcoin Structured Alt Protection ETF - January made up 0.23% of ATX Financial Planning's portfolio in Q2 2026, its #65 holding.
ATX Financial Planning first reported a position in Calamos Bitcoin Structured Alt Protection ETF - January in Q4 2025 and has held it in 3 quarters since.
ATX Financial Planning's Calamos Bitcoin Structured Alt Protection ETF - January position peaked at $1.46M in Q4 2025.
16 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - January as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.