AFP
CBOO

ATX Financial Planning’s Calamos Bitcoin Structured Alt Protection ETF - October CBOO Stock Holding History

ATX Financial Planning’s Portfolio CBOO Stock Details CBOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,766
Closed -$214K – 99
2025
Q4 		$214K Buy
+8,766
New +$217K 0.17% 85

Other funds holding CBOO

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $119M AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

ATX Financial Planning sold out of Calamos Bitcoin Structured Alt Protection ETF - October (CBOO) in Q1 2026, closing a stake of 8,766 shares — an estimated $214K sold.

ATX Financial Planning first reported a position in CBOO in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 7 funds tracked by Wall St. Rank hold CBOO as of Q1 2026.

  • ATX Financial Planning reported no remaining Calamos Bitcoin Structured Alt Protection ETF - October position as of Q1 2026 after selling out during the quarter.
  • ATX Financial Planning sold 8,766 Calamos Bitcoin Structured Alt Protection ETF - October shares in Q1 2026, an estimated $214K.
  • ATX Financial Planning first reported a position in Calamos Bitcoin Structured Alt Protection ETF - October in Q4 2025 and held it in 1 quarter.
  • ATX Financial Planning's Calamos Bitcoin Structured Alt Protection ETF - October position peaked at $214K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - October as of Q1 2026.

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