NIA
CBTJ

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
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

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NBZ Investment Advisors's CBTJ Position: Q1 2026 in Review

NBZ Investment Advisors held its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) position steady in Q1 2026 at 35,859 shares worth $676K. The position accounts for 0.3% of the portfolio, ranked #30.

NBZ Investment Advisors first reported a position in CBTJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 22 funds tracked by Wall St. Rank hold CBTJ as of Q1 2026.

  • NBZ Investment Advisors held 35,859 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $676K as of Q1 2026.
  • NBZ Investment Advisors left its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January share count unchanged in Q1 2026.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up 0.3% of NBZ Investment Advisors's portfolio in Q1 2026, its #30 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 5 quarters since.
  • NBZ Investment Advisors's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $1.03M in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.