ATX Financial Planning’s Calamos Laddered Bitcoin Structured Alt Protection ETF CBOL Stock Holding History

ATX Financial Planning’s Portfolio CBOL Stock Details CBOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$283K	Buy	+12,104	New	+$288K	0.22%	68

Other funds holding CBOL

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

ATX Financial Planning opened a new position in Calamos Laddered Bitcoin Structured Alt Protection ETF (CBOL) in Q1 2026: 12,104 shares worth $283K. The stake represents 0.22% of the portfolio and ranks #68 among its holdings.

4 funds tracked by Wall St. Rank hold CBOL as of Q1 2026.

ATX Financial Planning held 12,104 shares of Calamos Laddered Bitcoin Structured Alt Protection ETF worth $283K as of Q1 2026.
Calamos Laddered Bitcoin Structured Alt Protection ETF was a new ATX Financial Planning position in Q1 2026.
Calamos Laddered Bitcoin Structured Alt Protection ETF made up 0.22% of ATX Financial Planning's portfolio in Q1 2026, its #68 holding.
4 funds tracked by Wall St. Rank held Calamos Laddered Bitcoin Structured Alt Protection ETF as of Q1 2026.

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