ATX Financial Planning’s Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF CBXL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-12,895
Closed -$260K 86
2026
Q1
$260K Buy
+12,895
New +$279K 0.2% 75

Other funds holding CBXL

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

ATX Financial Planning sold out of Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF (CBXL) in Q2 2026, closing a stake of 12,895 shares — an estimated $260K sold.

ATX Financial Planning first reported a position in CBXL in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 1 fund tracked by Wall St. Rank holds CBXL as of Q2 2026.

  • ATX Financial Planning reported no remaining Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF position as of Q2 2026 after selling out during the quarter.
  • ATX Financial Planning sold 12,895 Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF shares in Q2 2026, an estimated $260K.
  • ATX Financial Planning first reported a position in Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF in Q1 2026 and held it in 1 quarter.
  • ATX Financial Planning's Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF position peaked at $260K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF as of Q2 2026.

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