GWANC
CBXY

Guardian Wealth Advisors (North Carolina)’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - July CBXY Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio CBXY Stock Details CBXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Buy
+475
New +$10.9K ﹤0.01% 538

Other funds holding CBXY

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) opened a new position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - July (CBXY) in Q1 2026: 475 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings.

9 funds tracked by Wall St. Rank hold CBXY as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 475 shares of Calamos Bitcoin 90 Series Structured Alt Protection ETF - July worth $10.4K as of Q1 2026.
  • Calamos Bitcoin 90 Series Structured Alt Protection ETF - July was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Calamos Bitcoin 90 Series Structured Alt Protection ETF - July made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #538 holding.
  • 9 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - July as of Q1 2026.

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