DFG
CBTJ

DWM Financial Group’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

DWM Financial Group’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 		$423K Buy
+19,311
New +$371K 0.38% 24

Other funds holding CBTJ

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

DWM Financial Group's CBTJ Position: Q2 2026 in Review

DWM Financial Group opened a new position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q2 2026: 19,311 shares worth $423K. The stake represents 0.38% of the portfolio and ranks #24 among its holdings.

22 funds tracked by Wall St. Rank hold CBTJ as of Q2 2026.

  • DWM Financial Group held 19,311 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $423K as of Q2 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January was a new DWM Financial Group position in Q2 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up 0.38% of DWM Financial Group's portfolio in Q2 2026, its #24 holding.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.