MW
CBTY

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

MBL Wealth’s Portfolio CBTY Stock Details CBTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.26M Buy
317,010
+97,324
+44% +$2.02M 0.47% 45
2025
Q4 		$4.83M Buy
+219,686
New +$5.26M 0.39% 57

Other funds holding CBTY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.9B AUM 25.59% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return