AFP
CBTJ

ATX Financial Planning’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

ATX Financial Planning’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 		– Sell
-33,933
Closed -$742K – 98
2025
Q4 		$742K Buy
+33,933
New +$861K 0.57% 49

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 $30.1B AUM 30.03% 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 $3.31B AUM 32.95% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return

ATX Financial Planning's CBTJ Position: Q1 2026 in Review

ATX Financial Planning sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q1 2026, closing a stake of 33,933 shares — an estimated $742K sold.

ATX Financial Planning first reported a position in CBTJ in Q4 2025 and held it in 1 quarter. The position peaked at $742K in Q4 2025. 22 funds tracked by Wall St. Rank hold CBTJ as of Q1 2026.

  • ATX Financial Planning reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position as of Q1 2026 after selling out during the quarter.
  • ATX Financial Planning sold 33,933 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q1 2026, an estimated $742K.
  • ATX Financial Planning first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q4 2025 and held it in 1 quarter.
  • ATX Financial Planning's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $742K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.