Bedel Financial Consulting’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January CBXJ Stock Holding History

Bedel Financial Consulting’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	–	Sell	-12,061	Closed	-$250K	–	322
2026 Q1	$250K	Hold	12,061	–	–	0.03%	256
2025 Q4	$273K	Buy	12,061 +2,870	+31%	+$73.1K	0.03%	234
2025 Q3	$255K	Sell	9,191 -319	-3%	-$8.77K	0.03%	237
2025 Q2	$252K	Buy	+9,510	New	+$242K	0.03%	235

Other funds holding CBXJ

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

Bedel Financial Consulting's CBXJ Position: Q2 2026 in Review

Bedel Financial Consulting sold out of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) in Q2 2026, closing a stake of 12,061 shares — an estimated $250K sold.

Bedel Financial Consulting first reported a position in CBXJ in Q2 2025 and held it in 4 quarters. The position peaked at $273K in Q4 2025. 17 funds tracked by Wall St. Rank hold CBXJ as of Q2 2026.

Bedel Financial Consulting reported no remaining Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position as of Q2 2026 after selling out during the quarter.
Bedel Financial Consulting sold 12,061 Calamos Bitcoin 90 Series Structured Alt Protection ETF - January shares in Q2 2026, an estimated $250K.
Bedel Financial Consulting first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January in Q2 2025 and held it in 4 quarters.
Bedel Financial Consulting's Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position peaked at $273K in Q4 2025.
17 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.