LWMI
CBXJ

Legacy Wealth Management (Idaho)’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January CBXJ Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-3,576
Closed -$74.2K – 1031
2026
Q1 		$74.2K Buy
3,576
+6
+0.2% +$132 0.04% 218
2025
Q4 		$80.9K Buy
3,570
+322
+10% +$8.2K 0.04% 169
2025
Q3 		$90.1K Sell
3,248
-2,303
-41% -$63.3K 0.04% 133
2025
Q2 		$147K Buy
+5,551
New +$141K 0.08% 86

Other funds holding CBXJ

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CBXJ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) in Q2 2026, closing a stake of 3,576 shares — an estimated $74.2K sold.

Legacy Wealth Management (Idaho) first reported a position in CBXJ in Q2 2025 and held it in 4 quarters. The position peaked at $147K in Q2 2025. 17 funds tracked by Wall St. Rank hold CBXJ as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3,576 Calamos Bitcoin 90 Series Structured Alt Protection ETF - January shares in Q2 2026, an estimated $74.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January in Q2 2025 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position peaked at $147K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.