Steward Partners Investment Advisory’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - January CBXJ Stock Holding History

Steward Partners Investment Advisory’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 Q2	$16.8K	Hold	852	–	–	﹤0.01%	3483
2026 Q1	$17.7K	Hold	852	–	–	﹤0.01%	3291
2025 Q4	$19.3K	Hold	852	–	–	﹤0.01%	3159
2025 Q3	$23.6K	Buy	+852	New	+$23.4K	﹤0.01%	3017

Other funds holding CBXJ

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

Steward Partners Investment Advisory's CBXJ Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) position steady in Q2 2026 at 852 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3483.

Steward Partners Investment Advisory first reported a position in CBXJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.6K in Q3 2025. 17 funds tracked by Wall St. Rank hold CBXJ as of Q2 2026.

Steward Partners Investment Advisory held 852 shares of Calamos Bitcoin 90 Series Structured Alt Protection ETF - January worth $16.8K as of Q2 2026.
Steward Partners Investment Advisory left its Calamos Bitcoin 90 Series Structured Alt Protection ETF - January share count unchanged in Q2 2026.
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3483 holding.
Steward Partners Investment Advisory first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January in Q3 2025 and has held it in 4 quarters since.
Steward Partners Investment Advisory's Calamos Bitcoin 90 Series Structured Alt Protection ETF - January position peaked at $23.6K in Q3 2025.
17 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - January as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.