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 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 $1.37B AUM 15.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

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

ATX Financial Planning increased its Calamos Laddered Bitcoin Structured Alt Protection ETF (CBOL) stake by 28% in Q2 2026, buying an estimated $78.5K and bringing the position to 15,467 shares worth $361K. The position accounts for 0.24% of the portfolio, ranked #62.

ATX Financial Planning first reported a position in CBOL in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold CBOL as of Q2 2026.

ATX Financial Planning held 15,467 shares of Calamos Laddered Bitcoin Structured Alt Protection ETF worth $361K as of Q2 2026.
ATX Financial Planning bought 3,363 Calamos Laddered Bitcoin Structured Alt Protection ETF shares in Q2 2026, an estimated $78.5K.
Calamos Laddered Bitcoin Structured Alt Protection ETF made up 0.24% of ATX Financial Planning's portfolio in Q2 2026, its #62 holding.
ATX Financial Planning first reported a position in Calamos Laddered Bitcoin Structured Alt Protection ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Calamos Laddered Bitcoin Structured Alt Protection ETF as of Q2 2026.

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