IWC
CBTJ

Integrated Wealth Concepts’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

Integrated Wealth Concepts’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 		$104K Buy
+6,000
New +$115K ﹤0.01% 2788

Other funds holding CBTJ

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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
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
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
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Integrated Wealth Concepts's CBTJ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q2 2026: 6,000 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #2788 among its holdings.

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

  • Integrated Wealth Concepts held 6,000 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $104K as of Q2 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January was a new Integrated Wealth Concepts position in Q2 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2788 holding.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.