Osaic Holdings
CBTJ

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
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

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
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 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

Osaic Holdings's CBTJ Position: Q1 2026 in Review

Osaic Holdings reduced its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) stake by 1.4% in Q1 2026, selling an estimated $141 and leaving 500 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #6331.

Osaic Holdings first reported a position in CBTJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.2K in Q1 2025. 22 funds tracked by Wall St. Rank hold CBTJ as of Q1 2026.

  • Osaic Holdings held 500 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $9.44K as of Q1 2026.
  • Osaic Holdings sold 7 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q1 2026, an estimated $141.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6331 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 5 quarters since.
  • Osaic Holdings's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $23.2K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.