IFP Advisors’s Calamos Bitcoin Structured Alt Protection ETF - July CBOY Stock Holding History

IFP Advisors’s Portfolio CBOY Stock Details CBOY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,175	Closed	-$53.5K	–	5213
2025 Q4	$53.5K	Hold	2,175	–	–	﹤0.01%	2160
2025 Q3	$55.3K	Buy	+2,175	New	+$55.1K	﹤0.01%	2027

Other funds holding CBOY

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $132M AUM

MAM

Markin Asset Management Rye, New York $117M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Ankerstar Wealth Leander, Texas $119M AUM

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

IFP Advisors's CBOY Position: Q1 2026 in Review

IFP Advisors sold out of Calamos Bitcoin Structured Alt Protection ETF - July (CBOY) in Q1 2026, closing a stake of 2,175 shares — an estimated $53.5K sold.

IFP Advisors first reported a position in CBOY in Q3 2025 and held it in 2 quarters. The position peaked at $55.3K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBOY as of Q1 2026.

IFP Advisors reported no remaining Calamos Bitcoin Structured Alt Protection ETF - July position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 2,175 Calamos Bitcoin Structured Alt Protection ETF - July shares in Q1 2026, an estimated $53.5K.
IFP Advisors first reported a position in Calamos Bitcoin Structured Alt Protection ETF - July in Q3 2025 and held it in 2 quarters.
IFP Advisors's Calamos Bitcoin Structured Alt Protection ETF - July position peaked at $55.3K in Q3 2025.
9 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - July as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.