MFG
CBOJ

Merit Financial Group’s Calamos Bitcoin Structured Alt Protection ETF - January CBOJ Stock Holding History

Merit Financial Group’s Portfolio CBOJ Stock Details CBOJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,077
Closed -$211K – 2039
2025
Q3 		$211K Hold
8,077
– – ﹤0.01% 1649
2025
Q2 		$207K Buy
+8,077
New +$204K ﹤0.01% 1537

Other funds holding CBOJ

AFP
ATX Financial Planning Austin, Texas $132M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
MAM
Markin Asset Management Rye, New York $117M AUM
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Merit Financial Group's CBOJ Position: Q4 2025 in Review

Merit Financial Group sold out of Calamos Bitcoin Structured Alt Protection ETF - January (CBOJ) in Q4 2025, closing a stake of 8,077 shares — an estimated $211K sold.

Merit Financial Group first reported a position in CBOJ in Q2 2025 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 20 funds tracked by Wall St. Rank hold CBOJ as of Q4 2025.

  • Merit Financial Group reported no remaining Calamos Bitcoin Structured Alt Protection ETF - January position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 8,077 Calamos Bitcoin Structured Alt Protection ETF - January shares in Q4 2025, an estimated $211K.
  • Merit Financial Group first reported a position in Calamos Bitcoin Structured Alt Protection ETF - January in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's Calamos Bitcoin Structured Alt Protection ETF - January position peaked at $211K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - January as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.