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

MBL Wealth’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
2026 Q2	$7.77M	Buy	450,072 +356,518	+381%	+$6.85M	0.53%	39
2026 Q1	$1.76M	Sell	93,554 -63,823	-41%	-$1.29M	0.13%	92
2025 Q4	$3.44M	Sell	157,377 -166,727	-51%	-$4.23M	0.28%	68
2025 Q3	$9.27M	Buy	324,104 +49,392	+18%	+$1.4M	0.81%	25
2025 Q2	$7.43M	Buy	+274,712	New	+$7M	0.71%	29

Other funds holding CBTJ

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

NIA

NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

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

DFG

DWM Financial Group Palatine, Illinois $112M AUM

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MBL Wealth's CBTJ Position: Q2 2026 in Review

MBL Wealth increased its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) stake by 381% in Q2 2026, buying an estimated $6.85M and bringing the position to 450,072 shares worth $7.77M. The position accounts for 0.53% of the portfolio, ranked #39.

MBL Wealth first reported a position in CBTJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.27M in Q3 2025. 22 funds tracked by Wall St. Rank hold CBTJ as of Q2 2026.

MBL Wealth held 450,072 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $7.77M as of Q2 2026.
MBL Wealth bought 356,518 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q2 2026, an estimated $6.85M.
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up 0.53% of MBL Wealth's portfolio in Q2 2026, its #39 holding.
MBL Wealth first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q2 2025 and has held it in 5 quarters since.
MBL Wealth's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $9.27M in Q3 2025.
22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.