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
Q2 		– Sell
-475
Closed -$10.4K – 641
2026
Q1 		$10.4K Buy
+475
New +$10.9K ﹤0.01% 538

Other funds holding CBXY

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $119M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) sold out of Calamos Bitcoin 90 Series Structured Alt Protection ETF - July (CBXY) in Q2 2026, closing a stake of 475 shares — an estimated $10.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CBXY in Q1 2026 and held it in 1 quarter. The position peaked at $10.4K in Q1 2026. 8 funds tracked by Wall St. Rank hold CBXY as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Calamos Bitcoin 90 Series Structured Alt Protection ETF - July position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 475 Calamos Bitcoin 90 Series Structured Alt Protection ETF - July shares in Q2 2026, an estimated $10.4K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - July in Q1 2026 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Calamos Bitcoin 90 Series Structured Alt Protection ETF - July position peaked at $10.4K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - July as of Q2 2026.

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