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 Q2	–	Sell	-11,301	Closed	-$213K	–	85
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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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 New York $1.21T AUM 78.12% 1-Year Est. Return

DFG

DWM Financial Group Palatine, Illinois $112M AUM

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Estate Planners Group's CBTJ Position: Q2 2026 in Review

Estate Planners Group sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q2 2026, closing a stake of 11,301 shares — an estimated $213K sold.

Estate Planners Group first reported a position in CBTJ in Q4 2025 and held it in 2 quarters. The position peaked at $340K in Q4 2025. 21 funds tracked by Wall St. Rank hold CBTJ as of Q2 2026.

Estate Planners Group reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position as of Q2 2026 after selling out during the quarter.
Estate Planners Group sold 11,301 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q2 2026, an estimated $213K.
Estate Planners Group first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q4 2025 and held it in 2 quarters.
Estate Planners Group's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $340K in Q4 2025.
21 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.