Ticker: CBXJ CUSIP: 12811T712 Class: CALAMOS BIT 90 S
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EVEXIA WEALTH LLC | 9,087 | $221 |
| TITLEIST ASSET MANAGEMENT, LLC | 10,115 | $229 |
| Kestra Advisory Services, LLC | 1,396 | $32 |
| Smallwood Wealth Investment Management, LLC | 7 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| IFP Advisors, Inc | 965 | 21,330 | +20,365 (+2110.4%) |
| Noble Wealth Management PBC | 1,000 | 2,000 | +1,000 (+100.0%) |
| Bedel Financial Consulting, Inc. | 9,191 | 12,061 | +2,870 (+31.2%) |
| Calamos Advisors LLC | 30,000 | 46,773 | +16,773 (+55.9%) |
| Legacy Wealth Managment, LLC/ID | 3,248 | 3,570 | +322 (+9.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| UBS Group AG | 15,172 | 4,316 | -10,856 (-71.6%) |
| NewEdge Advisors, LLC | 15,000 | 11,900 | -3,100 (-20.7%) |
| Aptus Capital Advisors, LLC | 2,704 | 1,726 | -978 (-36.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Prospera Financial Services Inc | 8,570 | $238 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46,334 | $1,285 |
| JANE STREET GROUP, LLC | 7,625 | $211 |