Calamos Wealth Management’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January CBXJ Stock Holding History

Calamos Wealth Management’s Portfolio CBXJ Stock Details CBXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,451	Closed	-$250K	–	445
2025 Q2	$250K	Sell	9,451 -3,000	-24%	-$76.3K	0.01%	303
2025 Q1	$299K	Buy	+12,451	New	+$305K	0.01%	256

Other funds holding CBXJ

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Calamos Wealth Management's CBXJ Position: Q3 2025 in Review

Calamos Wealth Management sold out of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) in Q3 2025, closing a stake of 9,451 shares — an estimated $250K sold.

Calamos Wealth Management first reported a position in CBXJ in Q1 2025 and held it in 2 quarters. The position peaked at $299K in Q1 2025. 16 funds tracked by Wall St. Rank hold CBXJ as of Q3 2025.

Calamos Wealth Management reported no remaining Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position as of Q3 2025 after selling out during the quarter.
Calamos Wealth Management sold 9,451 Calamos Bitcoin 90 Series Structured Alt Protection ETF - January shares in Q3 2025, an estimated $250K.
Calamos Wealth Management first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January in Q1 2025 and held it in 2 quarters.
Calamos Wealth Management's Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position peaked at $299K in Q1 2025.
16 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - January as of Q3 2025.

Based on Calamos Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.