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

BFC Planning, Inc.’s Portfolio CBTY Stock Details CBTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.11K Buy
466
+151
+48% +$2.98K ﹤0.01% 2417
2026
Q1 		$6.22K Hold
315
– – ﹤0.01% 2226
2025
Q4 		$6.92K Hold
315
– – ﹤0.01% 2219
2025
Q3 		$8.15K Buy
+315
New +$8.12K ﹤0.01% 2010

Other funds holding CBTY

Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ankerstar Wealth
Ankerstar Wealth Leander, Texas $119M AUM
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BFC Planning, Inc. increased its Calamos Bitcoin 80 Series Structured Alt Protection ETF - July (CBTY) stake by 48% in Q2 2026, buying an estimated $2.98K and bringing the position to 466 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

BFC Planning, Inc. first reported a position in CBTY in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold CBTY as of Q2 2026.

  • BFC Planning, Inc. held 466 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - July worth $9.11K as of Q2 2026.
  • BFC Planning, Inc. bought 151 Calamos Bitcoin 80 Series Structured Alt Protection ETF - July shares in Q2 2026, an estimated $2.98K.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - July made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2417 holding.
  • BFC Planning, Inc. first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - July in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - July as of Q2 2026.

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