EPG
CBTJ

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

Estate Planners 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
Q1 		$213K Sell
11,301
-4,220
-27% -$85.2K 0.1% 69
2025
Q4 		$340K Buy
+15,521
New +$394K 0.15% 46

Other funds holding CBTJ

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return

Estate Planners Group's CBTJ Position: Q1 2026 in Review

Estate Planners Group reduced its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) stake by 27% in Q1 2026, selling an estimated $85.2K and leaving 11,301 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #69.

Estate Planners Group first reported a position in CBTJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $340K in Q4 2025. 22 funds tracked by Wall St. Rank hold CBTJ as of Q1 2026.

  • Estate Planners Group held 11,301 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $213K as of Q1 2026.
  • Estate Planners Group sold 4,220 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q1 2026, an estimated $85.2K.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up 0.1% of Estate Planners Group's portfolio in Q1 2026, its #69 holding.
  • Estate Planners Group first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $340K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.