BHWM
CBXJ

Beaird Harris Wealth Management’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January CBXJ Stock Holding History

Beaird Harris Wealth Management’s Portfolio CBXJ Stock Details CBXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.2K Hold
1,023
– – ﹤0.01% 336
2026
Q1 		$21.2K Sell
1,023
-122
-11% -$2.69K ﹤0.01% 311
2025
Q4 		$26K Hold
1,145
– – ﹤0.01% 312
2025
Q3 		$31.8K Hold
1,145
– – ﹤0.01% 295
2025
Q2 		$30.3K Hold
1,145
– – ﹤0.01% 300
2025
Q1 		$27.5K Buy
+1,145
New +$28K ﹤0.01% 283

Other funds holding CBXJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Beaird Harris Wealth Management's CBXJ Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) position steady in Q2 2026 at 1,023 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Beaird Harris Wealth Management first reported a position in CBXJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.8K in Q3 2025. 3 funds tracked by Wall St. Rank hold CBXJ as of Q2 2026.

  • Beaird Harris Wealth Management held 1,023 shares of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January worth $20.2K as of Q2 2026.
  • Beaird Harris Wealth Management left its Calamos Bitcoin 90 Series Structured Alt Protection ETF - January share count unchanged in Q2 2026.
  • Calamos Bitcoin 90 Series Structured Alt Protection ETF - January made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Beaird Harris Wealth Management first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January in Q1 2025 and has held it in 6 quarters since.
  • Beaird Harris Wealth Management's Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position peaked at $31.8K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.