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CBTL

ATX Financial Planning’s Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF CBTL Stock Holding History

ATX Financial Planning’s Portfolio CBTL Stock Details CBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$529K Buy
30,571
+856
+3% +$15.6K 0.35% 53
2026
Q1 		$537K Buy
+29,715
New +$575K 0.41% 49

Other funds holding CBTL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ATX Financial Planning increased its Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF (CBTL) stake by 2.9% in Q2 2026, buying an estimated $15.6K and bringing the position to 30,571 shares worth $529K. The position accounts for 0.35% of the portfolio, ranked #53.

ATX Financial Planning first reported a position in CBTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $537K in Q1 2026. 7 funds tracked by Wall St. Rank hold CBTL as of Q2 2026.

  • ATX Financial Planning held 30,571 shares of Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF worth $529K as of Q2 2026.
  • ATX Financial Planning bought 856 Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF shares in Q2 2026, an estimated $15.6K.
  • Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF made up 0.35% of ATX Financial Planning's portfolio in Q2 2026, its #53 holding.
  • ATX Financial Planning first reported a position in Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF in Q1 2026 and has held it in 2 quarters since.
  • ATX Financial Planning's Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF position peaked at $537K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF as of Q2 2026.

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