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 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Calamos Advisors

Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $2.9B AUM 25.59% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return