SC
CBOA

Stephens Consulting’s Calamos Bitcoin Structured Alt Protection ETF - April CBOA Stock Holding History

Stephens Consulting’s Portfolio CBOA Stock Details CBOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$20.1K Hold
779
– – 0.01% 198
2025
Q3 		$20.8K Hold
779
– – 0.01% 187
2025
Q2 		$20.4K Buy
+779
New +$20.1K ﹤0.01% 262

Other funds holding CBOA

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $119M AUM

Stephens Consulting's CBOA Position: Q4 2025 in Review

Stephens Consulting held its Calamos Bitcoin Structured Alt Protection ETF - April (CBOA) position steady in Q4 2025 at 779 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #198.

Stephens Consulting first reported a position in CBOA in Q2 2025 and has held it in 3 quarters since. The position peaked at $20.8K in Q3 2025. 8 funds tracked by Wall St. Rank hold CBOA as of Q4 2025.

  • Stephens Consulting held 779 shares of Calamos Bitcoin Structured Alt Protection ETF - April worth $20.1K as of Q4 2025.
  • Stephens Consulting left its Calamos Bitcoin Structured Alt Protection ETF - April share count unchanged in Q4 2025.
  • Calamos Bitcoin Structured Alt Protection ETF - April made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #198 holding.
  • Stephens Consulting first reported a position in Calamos Bitcoin Structured Alt Protection ETF - April in Q2 2025 and has held it in 3 quarters since.
  • Stephens Consulting's Calamos Bitcoin Structured Alt Protection ETF - April position peaked at $20.8K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - April as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.