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

Osaic Holdings’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 Q3	$20.9K	Hold	1,007	–	–	﹤0.01%	6163
2026 Q2	$17.4K	Buy	1,007 +507	+101%	+$9.7K	﹤0.01%	6276
2026 Q1	$9.44K	Sell	500 -7	-1%	-$141	﹤0.01%	6331
2025 Q4	$11.1K	Buy	507 +7	+1%	+$178	﹤0.01%	6283
2025 Q3	$14.3K	Hold	500	–	–	﹤0.01%	6146
2025 Q2	$13.5K	Sell	500 -500	-50%	-$12.7K	﹤0.01%	5975
2025 Q1	$23.2K	Buy	+1,000	New	+$24K	﹤0.01%	5247

Other funds holding CBTJ

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

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

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

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

DWM Financial Group Palatine, Illinois $128M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Evexia Wealth Stevens Point, Wisconsin $360M AUM 16.84% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Osaic Holdings's CBTJ Position: Q3 2026 in Review

Osaic Holdings held its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) position steady in Q3 2026 at 1,007 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6163.

Osaic Holdings first reported a position in CBTJ in Q1 2025 and has held it in 7 quarters since. The position peaked at $23.2K in Q1 2025. 18 funds tracked by Wall St. Rank hold CBTJ as of Q3 2026.

Osaic Holdings held 1,007 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $20.9K as of Q3 2026.
Osaic Holdings left its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January share count unchanged in Q3 2026.
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #6163 holding.
Osaic Holdings first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q1 2025 and has held it in 7 quarters since.
Osaic Holdings's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $23.2K in Q1 2025.
18 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.