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 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

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

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

Vima LLC Troy, Michigan $103M AUM

IFP Advisors's CBTO Position: Q2 2026 in Review

IFP Advisors reduced its Calamos Bitcoin 80 Series Structured Alt Protection ETF - October (CBTO) stake by 24% in Q2 2026, selling an estimated $26.9K and leaving 4,250 shares worth $83.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

IFP Advisors first reported a position in CBTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $212K in Q4 2025. 12 funds tracked by Wall St. Rank hold CBTO as of Q2 2026.

IFP Advisors held 4,250 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - October worth $83.7K as of Q2 2026.
IFP Advisors sold 1,345 Calamos Bitcoin 80 Series Structured Alt Protection ETF - October shares in Q2 2026, an estimated $26.9K.
Calamos Bitcoin 80 Series Structured Alt Protection ETF - October made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2098 holding.
IFP Advisors first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - October in Q4 2025 and has held it in 3 quarters since.
IFP Advisors's Calamos Bitcoin 80 Series Structured Alt Protection ETF - October position peaked at $212K in Q4 2025.
12 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - October as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.