Kestra Advisory Services’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January CBXJ Stock Holding History

Kestra Advisory Services’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	–	Sell	-1,396	Closed	-$31.6K	–	4554
2025 Q4	$31.6K	Buy	+1,396	New	+$35.6K	﹤0.01%	4257
2025 Q3	–	Sell	-57,419	Closed	-$1.52M	–	3058
2025 Q2	$1.52M	Sell	57,419 -2,217	-4%	-$56.4K	0.01%	1226
2025 Q1	$1.43M	Buy	+59,636	New	+$1.46M	0.01%	1159

Other funds holding CBXJ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Evexia Wealth Stevens Point, Wisconsin $369M AUM 26.67% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Kestra Advisory Services's CBXJ Position: Q1 2026 in Review

Kestra Advisory Services sold out of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) in Q1 2026, closing a stake of 1,396 shares — an estimated $31.6K sold.

Kestra Advisory Services first reported a position in CBXJ in Q1 2025 and held it in 3 quarters. The position peaked at $1.52M in Q2 2025. 20 funds tracked by Wall St. Rank hold CBXJ as of Q1 2026.

Kestra Advisory Services reported no remaining Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,396 Calamos Bitcoin 90 Series Structured Alt Protection ETF - January shares in Q1 2026, an estimated $31.6K.
Kestra Advisory Services first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January in Q1 2025 and held it in 3 quarters.
Kestra Advisory Services's Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position peaked at $1.52M in Q2 2025.
20 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - January as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.