BFC Planning, Inc.’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - April CBTA Stock Holding History

BFC Planning, Inc.’s Portfolio CBTA Stock Details CBTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-101	Closed	-$3.1K	–	3001
2025 Q2	$3.1K	Buy	+101	New	+$2.91K	﹤0.01%	2203

Other funds holding CBTA

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s CBTA Position: Q3 2025 in Review

BFC Planning, Inc. sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - April (CBTA) in Q3 2025, closing a stake of 101 shares — an estimated $3.1K sold.

BFC Planning, Inc. first reported a position in CBTA in Q2 2025 and held it in 1 quarter. The position peaked at $3.1K in Q2 2025. 4 funds tracked by Wall St. Rank hold CBTA as of Q3 2025.

BFC Planning, Inc. reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - April position as of Q3 2025 after selling out during the quarter.
BFC Planning, Inc. sold 101 Calamos Bitcoin 80 Series Structured Alt Protection ETF - April shares in Q3 2025, an estimated $3.1K.
BFC Planning, Inc. first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - April in Q2 2025 and held it in 1 quarter.
BFC Planning, Inc.'s Calamos Bitcoin 80 Series Structured Alt Protection ETF - April position peaked at $3.1K in Q2 2025.
4 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - April as of Q3 2025.

Based on BFC Planning, Inc.'s 13F filing for Q3 2025, filed 29 Oct 2026.