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BFC Planning, Inc.’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

BFC Planning, Inc.’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 		$760 Buy
+44
New +$845 ﹤0.01% 3200

Other funds holding CBTJ

MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 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
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DWM Financial Group
DWM Financial Group Palatine, Illinois $128M AUM
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
McDonald Partners
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

BFC Planning, Inc.'s CBTJ Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q2 2026: 44 shares worth $760. The stake represents ﹤0.01% of the portfolio and ranks #3200 among its holdings.

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

  • BFC Planning, Inc. held 44 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $760 as of Q2 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January was a new BFC Planning, Inc. position in Q2 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3200 holding.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.