IFP Advisors’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - October CBTO Stock Holding History

IFP Advisors’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 Q3	–	Sell	-4,250	Closed	-$83.7K	–	5441
2026 Q2	$83.7K	Sell	4,250 -1,345	-24%	-$26.9K	﹤0.01%	2098
2026 Q1	$112K	Sell	5,595 -4,250	-43%	-$88.1K	﹤0.01%	1775
2025 Q4	$212K	Buy	+9,845	New	+$224K	﹤0.01%	1346

Other funds holding CBTO

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

IFP Advisors's CBTO Position: Q3 2026 in Review

IFP Advisors sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - October (CBTO) in Q3 2026, closing a stake of 4,250 shares — an estimated $83.7K sold.

IFP Advisors first reported a position in CBTO in Q4 2025 and held it in 3 quarters. The position peaked at $212K in Q4 2025. 2 funds tracked by Wall St. Rank hold CBTO as of Q3 2026.

IFP Advisors reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - October position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 4,250 Calamos Bitcoin 80 Series Structured Alt Protection ETF - October shares in Q3 2026, an estimated $83.7K.
IFP Advisors first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - October in Q4 2025 and held it in 3 quarters.
IFP Advisors's Calamos Bitcoin 80 Series Structured Alt Protection ETF - October position peaked at $212K in Q4 2025.
2 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - October as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.