LWMI
CBTJ

Legacy Wealth Management (Idaho)’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-6
Closed -$140 – 882
2025
Q1 		$140 Buy
+6
New +$144 ﹤0.01% 787

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 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 $3.31B AUM 32.95% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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 $44.6B AUM 28.94% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CBTJ Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) in Q2 2025, closing a stake of 6 shares — an estimated $140 sold.

Legacy Wealth Management (Idaho) first reported a position in CBTJ in Q1 2025 and held it in 1 quarter. The position peaked at $140 in Q1 2025. 15 funds tracked by Wall St. Rank hold CBTJ as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 6 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q2 2025, an estimated $140.
  • Legacy Wealth Management (Idaho) first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $140 in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.