IFP Advisors’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January CBXJ Stock Holding History

IFP Advisors’s Portfolio CBXJ Stock Details CBXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$377K	Sell	18,150 -3,180	-15%	-$70.1K	0.01%	1083
2025 Q4	$484K	Buy	21,330 +20,365	+2,110%	+$519K	0.01%	949
2025 Q3	$26.8K	Hold	965	–	–	﹤0.01%	2422
2025 Q2	$25.6K	Hold	965	–	–	﹤0.01%	2406
2025 Q1	$23.2K	Buy	+965	New	+$23.6K	﹤0.01%	2234

Other funds holding CBXJ

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Calamos Advisors

Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Bedel Financial Consulting Indianapolis, Indiana $870M AUM 19.91% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

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

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return