SWIM
CBXJ

Smallwood Wealth Investment Management’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January CBXJ Stock Holding History

Smallwood Wealth Investment Management’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
Q1 		– Sell
-7
Closed -$158 – 542
2025
Q4 		$158 Buy
+7
New +$178 ﹤0.01% 472

Other funds holding CBXJ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $369M AUM 26.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Smallwood Wealth Investment Management's CBXJ Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) in Q1 2026, closing a stake of 7 shares — an estimated $158 sold.

Smallwood Wealth Investment Management first reported a position in CBXJ in Q4 2025 and held it in 1 quarter. The position peaked at $158 in Q4 2025. 20 funds tracked by Wall St. Rank hold CBXJ as of Q1 2026.

  • Smallwood Wealth Investment Management reported no remaining Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position as of Q1 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 7 Calamos Bitcoin 90 Series Structured Alt Protection ETF - January shares in Q1 2026, an estimated $158.
  • Smallwood Wealth Investment Management first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January in Q4 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position peaked at $158 in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - January as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.