CWM
CBTJ

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

Calamos Wealth Management’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 		$322K Sell
18,631
-2,136
-10% -$41K 0.01% 367
2026
Q1 		$392K Sell
20,767
-45
-0.2% -$909 0.01% 320
2025
Q4 		$455K Sell
20,812
-4,031
-16% -$102K 0.02% 283
2025
Q3 		$711K Sell
24,843
-493
-2% -$14K 0.03% 224
2025
Q2 		$685K Sell
25,336
-169
-0.7% -$4.3K 0.03% 210
2025
Q1 		$592K Buy
+25,505
New +$613K 0.03% 196

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
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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Calamos Wealth Management's CBTJ Position: Q2 2026 in Review

Calamos Wealth Management reduced its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) stake by 10% in Q2 2026, selling an estimated $41K and leaving 18,631 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #367.

Calamos Wealth Management first reported a position in CBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $711K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBTJ as of Q2 2026.

  • Calamos Wealth Management held 18,631 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $322K as of Q2 2026.
  • Calamos Wealth Management sold 2,136 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q2 2026, an estimated $41K.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Calamos Wealth Management 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.
  • Calamos Wealth Management's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $711K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.