TWM
CBTY

Tradition Wealth Management’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - July CBTY Stock Holding History

Tradition Wealth Management’s Portfolio CBTY Stock Details CBTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,068
Closed -$209K – 523
2025
Q3 		$209K Buy
+8,068
New +$208K 0.02% 453

Other funds holding CBTY

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Tradition Wealth Management's CBTY Position: Q4 2025 in Review

Tradition Wealth Management sold out of Calamos Bitcoin 80 Series Structured Alt Protection ETF - July (CBTY) in Q4 2025, closing a stake of 8,068 shares — an estimated $209K sold.

Tradition Wealth Management first reported a position in CBTY in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBTY as of Q4 2025.

  • Tradition Wealth Management reported no remaining Calamos Bitcoin 80 Series Structured Alt Protection ETF - July position as of Q4 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 8,068 Calamos Bitcoin 80 Series Structured Alt Protection ETF - July shares in Q4 2025, an estimated $209K.
  • Tradition Wealth Management first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - July in Q3 2025 and held it in 1 quarter.
  • Tradition Wealth Management's Calamos Bitcoin 80 Series Structured Alt Protection ETF - July position peaked at $209K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - July as of Q4 2025.

Based on Tradition Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.