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 Q3	–	Sell	-17,336	Closed	-$425K	–	90
2026 Q2	$425K	Sell	17,336 -2,097	-11%	-$51.4K	0.28%	56
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

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

ATX Financial Planning sold out of Calamos Bitcoin Structured Alt Protection ETF - July (CBOY) in Q3 2026, closing a stake of 17,336 shares — an estimated $425K sold.

ATX Financial Planning first reported a position in CBOY in Q4 2025 and held it in 3 quarters. The position peaked at $1M in Q4 2025. 4 funds tracked by Wall St. Rank hold CBOY as of Q3 2026.

ATX Financial Planning reported no remaining Calamos Bitcoin Structured Alt Protection ETF - July position as of Q3 2026 after selling out during the quarter.
ATX Financial Planning sold 17,336 Calamos Bitcoin Structured Alt Protection ETF - July shares in Q3 2026, an estimated $425K.
ATX Financial Planning first reported a position in Calamos Bitcoin Structured Alt Protection ETF - July in Q4 2025 and held it in 3 quarters.
ATX Financial Planning's Calamos Bitcoin Structured Alt Protection ETF - July position peaked at $1M in Q4 2025.
4 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - July as of Q3 2026.

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