Rooted Wealth Advisors’s Calamos Bitcoin Structured Alt Protection ETF - October CBOO Stock Holding History

Rooted Wealth Advisors’s Portfolio CBOO Stock Details CBOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$328K	Hold	13,389	–	–	0.08%	115
2026 Q1	$327K	Hold	13,389	–	–	0.09%	109
2025 Q4	$326K	Buy	+13,389	New	+$331K	0.09%	108

Other funds holding CBOO

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Rooted Wealth Advisors's CBOO Position: Q2 2026 in Review

Rooted Wealth Advisors held its Calamos Bitcoin Structured Alt Protection ETF - October (CBOO) position steady in Q2 2026 at 13,389 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #115.

Rooted Wealth Advisors first reported a position in CBOO in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold CBOO as of Q2 2026.

Rooted Wealth Advisors held 13,389 shares of Calamos Bitcoin Structured Alt Protection ETF - October worth $328K as of Q2 2026.
Rooted Wealth Advisors left its Calamos Bitcoin Structured Alt Protection ETF - October share count unchanged in Q2 2026.
Calamos Bitcoin Structured Alt Protection ETF - October made up 0.08% of Rooted Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Rooted Wealth Advisors first reported a position in Calamos Bitcoin Structured Alt Protection ETF - October in Q4 2025 and has held it in 3 quarters since.
8 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - October as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.