Betterment »

Calamos Etf Tr shares owned by Betterment

Quarter-by-quarter ownership of Calamos Etf Tr (CBTJ) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Calamos Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Calamos Etf Tr held by Betterment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Calamos Etf Tr by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 97k 28.60
2025-06-30 $2.2M 80k 27.05
2025-03-31 $241k 10k 23.20

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Calamos Etf Tr

MBL Wealth
Betterment
NBZ Investment Advisors
Susquehanna International
Calamos Wealth Management
Cambridge Investment Research Advisors
Mcdonald Partners
Harbour Investments
Jane Street
Kingsview Wealth Management
Copperleaf Capital
IFP Advisors
Sontag Advisory
Advisor Group Holdings
Aptus Capital Advisors

View all funds holding Calamos Etf Tr