CBOJ β€” CALAMOS ETF TR

Ownership history in Moors & Cabot, Inc.  Β·  4 quarters on record

AI Ownership Summary

Moors & Cabot, Inc. reported CALAMOS ETF TR (CBOJ) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows CBOJ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CBOJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moors & Cabot, Inc.'s position in CALAMOS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CBOJ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Moors & Cabot, Inc. held CBOJ β€” position size vs. price
% of Fund (quarterly)    CBOJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,500 +300 +2.9% 0.01% $253K 2026-02-14 (Est.) $23.73
2025 Q3 REDUCED 10,200 -400 -3.8% 0.01% $267K 2025-11-14 $24.54
2025 Q2 REDUCED 10,600 -2,000 -15.9% 0.01% $271K 2025-08-06 $25.17
2025 Q1 INITIATED 12,600 β€” β€” 0.02% $312K 2025-05-08 $24.50

FAQ About Moors & Cabot, Inc. and CBOJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moors & Cabot, Inc. reported owning CBOJ?

Moors & Cabot, Inc. reported CBOJ across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported CBOJ position in Moors & Cabot, Inc.'s portfolio?

The largest reported portfolio weight for CBOJ was 0.02% in 2025 Q1.

What is the latest reported CBOJ position on this page?

The most recent filing on this page is 2025 Q4, when Moors & Cabot, Inc. reported 10,500 shares, equal to 0.01% of portfolio, with an estimated market value of $253K.

What does the chart on this CBOJ ownership page compare?

The chart compares Moors & Cabot, Inc.'s quarterly CBOJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Moors & Cabot, Inc. Holdings