ATX Financial Planning’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - October CBXO Stock Holding History

ATX Financial Planning’s Portfolio CBXO Stock Details CBXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,348	Closed	-$214K	–	100
2025 Q4	$214K	Buy	+9,348	New	+$221K	0.17%	86

Other funds holding CBXO

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $119M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

ATX Financial Planning sold out of Calamos Bitcoin 90 Series Structured Alt Protection ETF - October (CBXO) in Q1 2026, closing a stake of 9,348 shares — an estimated $214K sold.

ATX Financial Planning first reported a position in CBXO 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 CBXO as of Q1 2026.

ATX Financial Planning reported no remaining Calamos Bitcoin 90 Series Structured Alt Protection ETF - October position as of Q1 2026 after selling out during the quarter.
ATX Financial Planning sold 9,348 Calamos Bitcoin 90 Series Structured Alt Protection ETF - October shares in Q1 2026, an estimated $214K.
ATX Financial Planning first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - October in Q4 2025 and held it in 1 quarter.
ATX Financial Planning's Calamos Bitcoin 90 Series Structured Alt Protection ETF - October position peaked at $214K in Q4 2025.
7 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - October as of Q1 2026.

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