AFP
CBOY

ATX Financial Planning’s Calamos Bitcoin Structured Alt Protection ETF - July CBOY Stock Holding History

ATX Financial Planning’s Portfolio CBOY Stock Details CBOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$473K Sell
19,433
-21,379
-52% -$524K 0.36% 52
2025
Q4 		$1M Buy
+40,812
New +$1.02M 0.77% 38

Other funds holding CBOY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
MAM
Markin Asset Management Rye, New York $117M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

ATX Financial Planning reduced its Calamos Bitcoin Structured Alt Protection ETF - July (CBOY) stake by 52% in Q1 2026, selling an estimated $524K and leaving 19,433 shares worth $473K. The position accounts for 0.36% of the portfolio, ranked #52.

ATX Financial Planning first reported a position in CBOY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1M in Q4 2025. 9 funds tracked by Wall St. Rank hold CBOY as of Q1 2026.

  • ATX Financial Planning held 19,433 shares of Calamos Bitcoin Structured Alt Protection ETF - July worth $473K as of Q1 2026.
  • ATX Financial Planning sold 21,379 Calamos Bitcoin Structured Alt Protection ETF - July shares in Q1 2026, an estimated $524K.
  • Calamos Bitcoin Structured Alt Protection ETF - July made up 0.36% of ATX Financial Planning's portfolio in Q1 2026, its #52 holding.
  • ATX Financial Planning first reported a position in Calamos Bitcoin Structured Alt Protection ETF - July in Q4 2025 and has held it in 2 quarters since.
  • ATX Financial Planning's Calamos Bitcoin Structured Alt Protection ETF - July position peaked at $1M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - July as of Q1 2026.

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