VWM
CBTO

VanWeelden Wealth Management’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - October CBTO Stock Holding History

VanWeelden Wealth Management’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
Q1 		– Sell
-265,101
Closed -$5.7M – 36
2025
Q4 		$5.7M Buy
+265,101
New +$6.04M 4.48% 10

Other funds holding CBTO

OA
Oasis Advisors Forest City, Iowa $154M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $119M AUM
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

VanWeelden Wealth Management's CBTO Position: Q1 2026 in Review

VanWeelden Wealth Management sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - October (CBTO) in Q1 2026, closing a stake of 265,101 shares — an estimated $5.7M sold.

VanWeelden Wealth Management first reported a position in CBTO in Q4 2025 and held it in 1 quarter. The position peaked at $5.7M in Q4 2025. 12 funds tracked by Wall St. Rank hold CBTO as of Q1 2026.

  • VanWeelden Wealth Management reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - October position as of Q1 2026 after selling out during the quarter.
  • VanWeelden Wealth Management sold 265,101 Calamos Bitcoin 80 Series Structured Alt Protection ETF - October shares in Q1 2026, an estimated $5.7M.
  • VanWeelden Wealth Management first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - October in Q4 2025 and held it in 1 quarter.
  • VanWeelden Wealth Management's Calamos Bitcoin 80 Series Structured Alt Protection ETF - October position peaked at $5.7M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - October as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.