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

Greenberg 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
2025 Q4	$359K	Buy	+16,388	New	+$416K	0.15%	72
2025 Q2	$249K	Sell	14,396 -200	-1%	-$5.09K	0.09%	95
2025 Q1	$275K	Buy	+14,596	New	+$351K	0.11%	81

Other funds holding CBTJ

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

NIA

NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $132M AUM

CWM

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

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

EPG

Estate Planners Group Yardley, Pennsylvania $208M AUM

Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return

Greenberg Financial Group's CBTJ Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q4 2025: 16,388 shares worth $359K. The stake represents 0.15% of the portfolio and ranks #72 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in CBTJ as recently as Q2 2025.

Greenberg Financial Group first reported a position in CBTJ in Q1 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold CBTJ as of Q4 2025.

Greenberg Financial Group held 16,388 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $359K as of Q4 2025.
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January was a new Greenberg Financial Group position in Q4 2025.
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up 0.15% of Greenberg Financial Group's portfolio in Q4 2025, its #72 holding.
Greenberg Financial Group first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q1 2025 and has held it in 3 quarters since.
22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.