CWM
CBTY

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

Calamos Wealth Management’s Portfolio CBTY Stock Details CBTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$336K Sell
17,049
-606
-3% -$12.6K 0.01% 351
2025
Q4 		$388K Buy
17,655
+18
+0.1% +$431 0.01% 308
2025
Q3 		$456K Buy
+17,637
New +$455K 0.02% 277

Other funds holding CBTY

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calamos Wealth Management's CBTY Position: Q1 2026 in Review

Calamos Wealth Management reduced its Calamos Bitcoin 80 Series Structured Alt Protection ETF - July (CBTY) stake by 3.4% in Q1 2026, selling an estimated $12.6K and leaving 17,049 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #351.

Calamos Wealth Management first reported a position in CBTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $456K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBTY as of Q1 2026.

  • Calamos Wealth Management held 17,049 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - July worth $336K as of Q1 2026.
  • Calamos Wealth Management sold 606 Calamos Bitcoin 80 Series Structured Alt Protection ETF - July shares in Q1 2026, an estimated $12.6K.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - July made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #351 holding.
  • Calamos Wealth Management first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - July in Q3 2025 and has held it in 3 quarters since.
  • Calamos Wealth Management's Calamos Bitcoin 80 Series Structured Alt Protection ETF - July position peaked at $456K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - July as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.