Aptus Capital Advisors’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

Aptus Capital Advisors’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	$17.3K	Sell	1,000 -500	-33%	-$9.61K	﹤0.01%	1544
2026 Q1	$28.3K	Hold	1,500	–	–	﹤0.01%	1349
2025 Q4	$32.8K	Buy	1,500 +1,000	+200%	+$25.4K	﹤0.01%	1347
2025 Q3	$14.3K	Buy	+500	New	+$14.2K	﹤0.01%	1396

Other funds holding CBTJ

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

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 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

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Aptus Capital Advisors's CBTJ Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) stake by 33% in Q2 2026, selling an estimated $9.61K and leaving 1,000 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Aptus Capital Advisors first reported a position in CBTJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.8K in Q4 2025. 21 funds tracked by Wall St. Rank hold CBTJ as of Q2 2026.

Aptus Capital Advisors held 1,000 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $17.3K as of Q2 2026.
Aptus Capital Advisors sold 500 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q2 2026, an estimated $9.61K.
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1544 holding.
Aptus Capital Advisors first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q3 2025 and has held it in 4 quarters since.
Aptus Capital Advisors's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $32.8K in Q4 2025.
21 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.