BOLTON SECURITIES CORPORATION’s Calamos Bitcoin Structured Alt Protection ETF - January CBOJ Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio CBOJ Stock Details CBOJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$293K	Hold	12,000	–	–	0.01%	760
2026 Q2	$282K	Hold	12,000	–	–	0.01%	787
2026 Q1	$285K	Buy	+12,000	New	+$287K	0.01%	703
2025 Q3	$314K	Buy	+12,000	New	+$312K	0.01%	633
2025 Q1	$297K	Buy	+12,000	New	+$299K	0.02%	595

Other funds holding CBOJ

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

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

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CBOJ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Calamos Bitcoin Structured Alt Protection ETF - January (CBOJ) position steady in Q3 2026 at 12,000 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #760.

BOLTON SECURITIES CORPORATION first reported a position in CBOJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $314K in Q3 2025. 11 funds tracked by Wall St. Rank hold CBOJ as of Q3 2026.

BOLTON SECURITIES CORPORATION held 12,000 shares of Calamos Bitcoin Structured Alt Protection ETF - January worth $293K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its Calamos Bitcoin Structured Alt Protection ETF - January share count unchanged in Q3 2026.
Calamos Bitcoin Structured Alt Protection ETF - January made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #760 holding.
BOLTON SECURITIES CORPORATION first reported a position in Calamos Bitcoin Structured Alt Protection ETF - January in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Calamos Bitcoin Structured Alt Protection ETF - January position peaked at $314K in Q3 2025.
11 funds tracked by Wall St. Rank held Calamos Bitcoin Structured Alt Protection ETF - January as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.