Calamos Bitcoin 90 P ETF JanCBXJETF

13F holders, Q4 2025 (December 31)
19holders +3
4new positions
3sold out
$22.76avg. 13F price*

At the end of Q4 2025, 19 institutions reported holding Calamos Bitcoin 90 P ETF Jan (CBXJ) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 3 sold out. The largest holders were Calamos Advisors LLC ($1.1M), IFP Advisors, Inc ($484K) and Ankerstar Wealth, LLC ($411K).

Company
Calamos Bitcoin 90 P ETF Jan
CUSIP
12811T712
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2025: 10Q1 2025Q2 2025: 17Q2 2025Q3 2025: 16Q3 2025Q4 2025: 19Q4 2025Q1 2026: 20Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$482K
Exits3$1.7M

All 13F filers, Q3 2025 → Q4 2025: 61,945 shares bought and 77,463 shares sold, net −15,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Calamos Advisors LLC 0.01% Add +55.9% 46,773 $1.1M
IFP Advisors, Inc 0.01% Add +2110.4% 21,330 $484K
Ankerstar Wealth, LLC 0.41% — 18,132 $411K
Bedel Financial Consulting, Inc. 0.03% Add +31.2% 12,061 $273K
NewEdge Advisors, LLC 0.00% Reduce -20.7% 11,900 $270K
Diligent Investors, LLC 0.06% Add +0.1% 11,010 $250K
Titleist Asset Management, LLC 0.02% New 10,115 $229K
Evexia Wealth LLC 0.06% New 9,087 $221K
ATX Financial Planning, LLC 0.16% — 9,070 $206K
Truvestments Capital LLC 0.02% No change 4,430 $100K
UBS Group AG 0.00% Reduce -71.5% 4,316 $98K
Legacy Wealth Managment, LLC 0.04% Add +9.9% 3,570 $81K
Noble Wealth Management PBC 0.02% Add +100.0% 2,000 $45K
Aptus Capital Advisors, LLC 0.00% Reduce -36.2% 1,726 $39K
Kestra Advisory Services, LLC 0.00% New 1,396 $32K
Beaird Harris Wealth Management, LLC 0.00% No change 1,145 $26K
Steward Partners Investment Advisory, LLC 0.00% No change 852 $19K
NBZ Investment Advisors LLC 0.01% No change 808 $18K
Smallwood Wealth Investment Management, LLC 0.00% New 7 $158

"% of holder's portfolio" is CBXJ's weight in each manager's 13F, not the share of Calamos Bitcoin 90 P ETF Jan the manager owns.