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 Q3	–	Sell	-15,467	Closed	-$361K	–	93
2026 Q2	$361K	Buy	15,467 +3,363	+28%	+$78.5K	0.24%	62
2026 Q1	$283K	Buy	+12,104	New	+$288K	0.22%	68

Other funds holding CBOL

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

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

ATX Financial Planning sold out of Calamos Laddered Bitcoin Structured Alt Protection ETF (CBOL) in Q3 2026, closing a stake of 15,467 shares — an estimated $361K sold.

ATX Financial Planning first reported a position in CBOL in Q1 2026 and held it in 2 quarters. The position peaked at $361K in Q2 2026. 1 fund tracked by Wall St. Rank holds CBOL as of Q3 2026.

ATX Financial Planning reported no remaining Calamos Laddered Bitcoin Structured Alt Protection ETF position as of Q3 2026 after selling out during the quarter.
ATX Financial Planning sold 15,467 Calamos Laddered Bitcoin Structured Alt Protection ETF shares in Q3 2026, an estimated $361K.
ATX Financial Planning first reported a position in Calamos Laddered Bitcoin Structured Alt Protection ETF in Q1 2026 and held it in 2 quarters.
ATX Financial Planning's Calamos Laddered Bitcoin Structured Alt Protection ETF position peaked at $361K in Q2 2026.
1 fund tracked by Wall St. Rank held Calamos Laddered Bitcoin Structured Alt Protection ETF as of Q3 2026.

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