Envestnet Asset Management
CBTO

Envestnet Asset Management’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - October CBTO Stock Holding History

Envestnet Asset Management’s Portfolio CBTO Stock Details CBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-256,121
Closed -$5.51M – 4856
2025
Q4 		$5.51M Buy
+256,121
New +$5.84M ﹤0.01% 2109

Other funds holding CBTO

OA
Oasis Advisors Forest City, Iowa $154M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $119M AUM
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Envestnet Asset Management's CBTO Position: Q1 2026 in Review

Envestnet Asset Management sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - October (CBTO) in Q1 2026, closing a stake of 256,121 shares — an estimated $5.51M sold.

Envestnet Asset Management first reported a position in CBTO in Q4 2025 and held it in 1 quarter. The position peaked at $5.51M in Q4 2025. 12 funds tracked by Wall St. Rank hold CBTO as of Q1 2026.

  • Envestnet Asset Management reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - October position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 256,121 Calamos Bitcoin 80 Series Structured Alt Protection ETF - October shares in Q1 2026, an estimated $5.51M.
  • Envestnet Asset Management first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - October in Q4 2025 and held it in 1 quarter.
  • Envestnet Asset Management's Calamos Bitcoin 80 Series Structured Alt Protection ETF - October position peaked at $5.51M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - October as of Q1 2026.

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