Betterment LLC’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

Betterment LLC’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	$948K	Sell	54,926 -28,643	-34%	-$550K	﹤0.01%	362
2026 Q1	$1.58M	Sell	83,569 -4,274	-5%	-$86.3K	﹤0.01%	267
2025 Q4	$1.92M	Sell	87,843 -9,304	-10%	-$236K	﹤0.01%	234
2025 Q3	$2.78M	Buy	97,147 +17,413	+22%	+$495K	0.01%	199
2025 Q2	$2.16M	Buy	79,734 +69,347	+668%	+$1.77M	﹤0.01%	208
2025 Q1	$241K	Buy	+10,387	New	+$249K	﹤0.01%	430

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Betterment LLC's CBTJ Position: Q2 2026 in Review

Betterment LLC reduced its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) stake by 34% in Q2 2026, selling an estimated $550K and leaving 54,926 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Betterment LLC first reported a position in CBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.78M in Q3 2025. 21 funds tracked by Wall St. Rank hold CBTJ as of Q2 2026.

Betterment LLC held 54,926 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $948K as of Q2 2026.
Betterment LLC sold 28,643 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q2 2026, an estimated $550K.
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #362 holding.
Betterment LLC first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q1 2025 and has held it in 6 quarters since.
Betterment LLC's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $2.78M in Q3 2025.
21 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.