BFS
CBOJ

Burkett Financial Services’s Calamos Bitcoin Structured Alt Protection ETF - January CBOJ Stock Holding History

Burkett Financial Services’s Portfolio CBOJ Stock Details CBOJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,904
Closed -$49.8K – 244
2025
Q3 		$49.8K Hold
1,904
– – 0.02% 94
2025
Q2 		$48.7K Hold
1,904
– – 0.02% 93
2025
Q1 		$47.1K Buy
+1,904
New +$47.4K 0.02% 89

Other funds holding CBOJ

AFP
ATX Financial Planning Austin, Texas $132M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
MAM
Markin Asset Management Rye, New York $117M AUM
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Burkett Financial Services's CBOJ Position: Q4 2025 in Review

Burkett Financial Services sold out of Calamos Bitcoin Structured Alt Protection ETF - January (CBOJ) in Q4 2025, closing a stake of 1,904 shares — an estimated $49.8K sold.

Burkett Financial Services first reported a position in CBOJ in Q1 2025 and held it in 3 quarters. The position peaked at $49.8K in Q3 2025. 20 funds tracked by Wall St. Rank hold CBOJ as of Q4 2025.

  • Burkett Financial Services reported no remaining Calamos Bitcoin Structured Alt Protection ETF - January position as of Q4 2025 after selling out during the quarter.
  • Burkett Financial Services sold 1,904 Calamos Bitcoin Structured Alt Protection ETF - January shares in Q4 2025, an estimated $49.8K.
  • Burkett Financial Services first reported a position in Calamos Bitcoin Structured Alt Protection ETF - January in Q1 2025 and held it in 3 quarters.
  • Burkett Financial Services's Calamos Bitcoin Structured Alt Protection ETF - January position peaked at $49.8K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - January as of Q4 2025.

Based on Burkett Financial Services's 13F filing for Q4 2025, filed 5 Jan 2026.