GWANC
CBTO

Guardian Wealth Advisors (North Carolina)’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - October CBTO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3.21K Buy
+160
New +$3.32K ﹤0.01% 582

Other funds holding CBTO

OA
Oasis Advisors Forest City, Iowa $509M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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

Guardian Wealth Advisors (North Carolina)'s CBTO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - October (CBTO) in Q1 2026: 160 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

12 funds tracked by Wall St. Rank hold CBTO as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 160 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - October worth $3.21K as of Q1 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - October was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - October made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #582 holding.
  • 12 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - October as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.