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

BFC Planning, Inc.’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
Q2 		$95.9K Buy
+4,871
New +$97.4K ﹤0.01% 1260

Other funds holding CBTO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Ankerstar Wealth
Ankerstar Wealth Leander, Texas $119M AUM
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s CBTO Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - October (CBTO) in Q2 2026: 4,871 shares worth $95.9K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings.

13 funds tracked by Wall St. Rank hold CBTO as of Q2 2026.

  • BFC Planning, Inc. held 4,871 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - October worth $95.9K as of Q2 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - October was a new BFC Planning, Inc. position in Q2 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - October made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1260 holding.
  • 13 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - October as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.