GWANC
CBTJ

Guardian Wealth Advisors (North Carolina)’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$28.3K Buy
+1,500
New +$30.3K ﹤0.01% 480

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 $28.2B AUM 21.78% 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 $2.91B AUM 25.59% 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 $43.3B AUM 29.3% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CBTJ Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q1 2026: 1,500 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings.

22 funds tracked by Wall St. Rank hold CBTJ as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,500 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $28.3K as of Q1 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #480 holding.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.