NBZ Investment Advisors’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

NBZ Investment Advisors’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	$619K	Hold	35,859	–	–	0.24%	37
2026 Q1	$676K	Hold	35,859	–	–	0.3%	30
2025 Q4	$785K	Sell	35,859 -183	-0.5%	-$4.64K	0.34%	29
2025 Q3	$1.03M	Sell	36,042 -195	-0.5%	-$5.54K	0.54%	23
2025 Q2	$980K	Hold	36,237	–	–	0.56%	26
2025 Q1	$841K	Buy	+36,237	New	+$870K	0.48%	26

Other funds holding CBTJ

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

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

NBZ Investment Advisors's CBTJ Position: Q2 2026 in Review

NBZ Investment Advisors held its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) position steady in Q2 2026 at 35,859 shares worth $619K. The position accounts for 0.24% of the portfolio, ranked #37.

NBZ Investment Advisors first reported a position in CBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2025. 21 funds tracked by Wall St. Rank hold CBTJ as of Q2 2026.

NBZ Investment Advisors held 35,859 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $619K as of Q2 2026.
NBZ Investment Advisors 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 0.24% of NBZ Investment Advisors's portfolio in Q2 2026, its #37 holding.
NBZ Investment Advisors 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.
NBZ Investment Advisors's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $1.03M in Q3 2025.
21 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.