Calamos Wealth Management’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - July CBXY Stock Holding History

Calamos Wealth Management’s Portfolio CBXY Stock Details CBXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Hold	12,569	–	–	0.01%	451
2025 Q4	$291K	Hold	12,569	–	–	0.01%	370
2025 Q3	$323K	Buy	+12,569	New	+$321K	0.01%	331

Other funds holding CBXY

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $94.7M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Calamos Wealth Management's CBXY Position: Q1 2026 in Review

Calamos Wealth Management held its Calamos Bitcoin 90 Series Structured Alt Protection ETF - July (CBXY) position steady in Q1 2026 at 12,569 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #451.

Calamos Wealth Management first reported a position in CBXY in Q3 2025 and has held it in 3 quarters since. The position peaked at $323K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBXY as of Q1 2026.

Calamos Wealth Management held 12,569 shares of Calamos Bitcoin 90 Series Structured Alt Protection ETF - July worth $276K as of Q1 2026.
Calamos Wealth Management left its Calamos Bitcoin 90 Series Structured Alt Protection ETF - July share count unchanged in Q1 2026.
Calamos Bitcoin 90 Series Structured Alt Protection ETF - July made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #451 holding.
Calamos Wealth Management first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - July in Q3 2025 and has held it in 3 quarters since.
Calamos Wealth Management's Calamos Bitcoin 90 Series Structured Alt Protection ETF - July position peaked at $323K in Q3 2025.
9 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - July as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.