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 Q3	–	Sell	-14,587	Closed	-$343K	–	88
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

Evexia Wealth Stevens Point, Wisconsin $360M AUM 16.84% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

BSC

BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ATX Financial Planning's CBOJ Position: Q3 2026 in Review

ATX Financial Planning sold out of Calamos Bitcoin Structured Alt Protection ETF - January (CBOJ) in Q3 2026, closing a stake of 14,587 shares — an estimated $343K sold.

ATX Financial Planning first reported a position in CBOJ in Q4 2025 and held it in 3 quarters. The position peaked at $1.46M in Q4 2025. 12 funds tracked by Wall St. Rank hold CBOJ as of Q3 2026.

ATX Financial Planning reported no remaining Calamos Bitcoin Structured Alt Protection ETF - January position as of Q3 2026 after selling out during the quarter.
ATX Financial Planning sold 14,587 Calamos Bitcoin Structured Alt Protection ETF - January shares in Q3 2026, an estimated $343K.
ATX Financial Planning first reported a position in Calamos Bitcoin Structured Alt Protection ETF - January in Q4 2025 and held it in 3 quarters.
ATX Financial Planning's Calamos Bitcoin Structured Alt Protection ETF - January position peaked at $1.46M in Q4 2025.
12 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - January as of Q3 2026.

Based on ATX Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.