NewEdge Advisors’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January CBXJ Stock Holding History

NewEdge Advisors’s Portfolio CBXJ Stock Details CBXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$221K	Hold	10,000	–	–	﹤0.01%	2747
2026 Q2	$198K	Hold	10,000	–	–	﹤0.01%	2777
2026 Q1	$208K	Sell	10,000 -1,900	-16%	-$41.9K	﹤0.01%	2582
2025 Q4	$270K	Sell	11,900 -3,100	-21%	-$79K	﹤0.01%	2379
2025 Q3	$416K	Hold	15,000	–	–	﹤0.01%	1951
2025 Q2	$397K	Buy	+15,000	New	+$381K	﹤0.01%	1833

Other funds holding CBXJ

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $129M AUM 9.28% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return

NewEdge Advisors's CBXJ Position: Q3 2026 in Review

NewEdge Advisors held its Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) position steady in Q3 2026 at 10,000 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2747.

NewEdge Advisors first reported a position in CBXJ in Q2 2025 and has held it in 6 quarters since. The position peaked at $416K in Q3 2025. 14 funds tracked by Wall St. Rank hold CBXJ as of Q3 2026.

NewEdge Advisors held 10,000 shares of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January worth $221K as of Q3 2026.
NewEdge Advisors left its Calamos Bitcoin 90 Series Structured Alt Protection ETF - January share count unchanged in Q3 2026.
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2747 holding.
NewEdge Advisors first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January in Q2 2025 and has held it in 6 quarters since.
NewEdge Advisors's Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position peaked at $416K in Q3 2025.
14 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - January as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.