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
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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Calamos Advisors
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $369M AUM 26.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CBXJ Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) stake by 0.17% in Q1 2026, buying an estimated $132 and bringing the position to 3,576 shares worth $74.2K. The position accounts for 0.04% of the portfolio, ranked #218.

Legacy Wealth Management (Idaho) first reported a position in CBXJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $147K in Q2 2025. 20 funds tracked by Wall St. Rank hold CBXJ as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 3,576 shares of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January worth $74.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 6 Calamos Bitcoin 90 Series Structured Alt Protection ETF - January shares in Q1 2026, an estimated $132.
  • Calamos Bitcoin 90 Series Structured Alt Protection ETF - January made up 0.04% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #218 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January in Q2 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position peaked at $147K 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 Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.