IA
CBXY

IFP Advisors’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - July CBXY Stock Holding History

IFP Advisors’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 		– Sell
-2,150
Closed -$49.8K – 5214
2025
Q4 		$49.8K Sell
2,150
-610
-22% -$14.9K ﹤0.01% 2190
2025
Q3 		$70.8K Buy
+2,760
New +$70.6K ﹤0.01% 1892

Other funds holding CBXY

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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 $30.1B AUM 30.03% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
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
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

IFP Advisors's CBXY Position: Q1 2026 in Review

IFP Advisors sold out of Calamos Bitcoin 90 Series Structured Alt Protection ETF - July (CBXY) in Q1 2026, closing a stake of 2,150 shares — an estimated $49.8K sold.

IFP Advisors first reported a position in CBXY in Q3 2025 and held it in 2 quarters. The position peaked at $70.8K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBXY as of Q1 2026.

  • IFP Advisors reported no remaining Calamos Bitcoin 90 Series Structured Alt Protection ETF - July position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 2,150 Calamos Bitcoin 90 Series Structured Alt Protection ETF - July shares in Q1 2026, an estimated $49.8K.
  • IFP Advisors first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - July in Q3 2025 and held it in 2 quarters.
  • IFP Advisors's Calamos Bitcoin 90 Series Structured Alt Protection ETF - July position peaked at $70.8K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - July as of Q1 2026.

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