KWM
CBTJ

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

Kingsview Wealth Management’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 		– Sell
-9,163
Closed -$262K – 1338
2025
Q3 		$262K Buy
+9,163
New +$260K ﹤0.01% 1016

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
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
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
GFG
Greenberg Financial Group Tucson, Arizona $243M AUM
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM

Kingsview Wealth Management's CBTJ Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q4 2025, closing a stake of 9,163 shares — an estimated $262K sold.

Kingsview Wealth Management first reported a position in CBTJ in Q3 2025 and held it in 1 quarter. The position peaked at $262K in Q3 2025. 22 funds tracked by Wall St. Rank hold CBTJ as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 9,163 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q4 2025, an estimated $262K.
  • Kingsview Wealth Management first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q3 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $262K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.