AWM
CBTJ

AE Wealth Management’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

AE Wealth Management’s Portfolio CBTJ Stock Details CBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,313
Closed -$62.5K – 2809
2026
Q1 		$62.5K Buy
+3,313
New +$66.9K ﹤0.01% 1913

Other funds holding CBTJ

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $112M AUM
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

AE Wealth Management's CBTJ Position: Q2 2026 in Review

AE Wealth Management sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q2 2026, closing a stake of 3,313 shares — an estimated $62.5K sold.

AE Wealth Management first reported a position in CBTJ in Q1 2026 and held it in 1 quarter. The position peaked at $62.5K in Q1 2026. 21 funds tracked by Wall St. Rank hold CBTJ as of Q2 2026.

  • AE Wealth Management reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 3,313 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q2 2026, an estimated $62.5K.
  • AE Wealth Management first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $62.5K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.