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 Q2	–	Sell	-160	Closed	-$3.21K	–	643
2026 Q1	$3.21K	Buy	+160	New	+$3.32K	﹤0.01%	582

Other funds holding CBTO

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $119M AUM

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s CBTO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - October (CBTO) in Q2 2026, closing a stake of 160 shares — an estimated $3.21K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CBTO in Q1 2026 and held it in 1 quarter. The position peaked at $3.21K in Q1 2026. 12 funds tracked by Wall St. Rank hold CBTO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - October position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 160 Calamos Bitcoin 80 Series Structured Alt Protection ETF - October shares in Q2 2026, an estimated $3.21K.
Guardian Wealth Advisors (North Carolina) first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - October in Q1 2026 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s Calamos Bitcoin 80 Series Structured Alt Protection ETF - October position peaked at $3.21K in Q1 2026.
12 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - October as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.