MP
CBTJ

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

McDonald Partners’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 		$318K Hold
18,412
– – 0.08% 187
2026
Q1 		$347K Buy
18,412
+6,315
+52% +$128K 0.08% 170
2025
Q4 		$265K Sell
12,097
-429
-3% -$10.9K 0.08% 185
2025
Q3 		$358K Hold
12,526
– – 0.11% 171
2025
Q2 		$339K Buy
12,526
+735
+6% +$18.7K 0.08% 204
2025
Q1 		$274K Buy
+11,791
New +$283K 0.07% 209

Other funds holding CBTJ

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

McDonald Partners's CBTJ Position: Q2 2026 in Review

McDonald Partners held its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) position steady in Q2 2026 at 18,412 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #187.

McDonald Partners first reported a position in CBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $358K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBTJ as of Q2 2026.

  • McDonald Partners held 18,412 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $318K as of Q2 2026.
  • McDonald Partners left its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January share count unchanged in Q2 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up 0.08% of McDonald Partners's portfolio in Q2 2026, its #187 holding.
  • McDonald Partners first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q1 2025 and has held it in 6 quarters since.
  • McDonald Partners's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $358K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.