Betterment LLC
CBTJ

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
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

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Betterment LLC's CBTJ Position: Q1 2026 in Review

Betterment LLC reduced its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) stake by 4.9% in Q1 2026, selling an estimated $86.3K and leaving 83,569 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Betterment LLC first reported a position in CBTJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.78M in Q3 2025. 22 funds tracked by Wall St. Rank hold CBTJ as of Q1 2026.

  • Betterment LLC held 83,569 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $1.58M as of Q1 2026.
  • Betterment LLC sold 4,274 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q1 2026, an estimated $86.3K.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #267 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 5 quarters since.
  • Betterment LLC's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $2.78M in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.