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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return

AE Wealth Management's CBTJ Position: Q1 2026 in Review

AE Wealth Management opened a new position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q1 2026: 3,313 shares worth $62.5K. The stake represents ﹤0.01% of the portfolio and ranks #1913 among its holdings.

22 funds tracked by Wall St. Rank hold CBTJ as of Q1 2026.

  • AE Wealth Management held 3,313 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $62.5K as of Q1 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January was a new AE Wealth Management position in Q1 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1913 holding.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q1 2026.

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