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Able Wealth Management’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Able Wealth Management’s Portfolio CAIQ Stock Details CAIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$208K Hold
7,944
– – 0.05% 175
2026
Q2 		$213K Buy
+7,944
New +$209K 0.05% 146

Other funds holding CAIQ

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Able Wealth Management's CAIQ Position: Q3 2026 in Review

Able Wealth Management held its Calamos Nasdaq Autocallable Income ETF (CAIQ) position steady in Q3 2026 at 7,944 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #175.

Able Wealth Management first reported a position in CAIQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $213K in Q2 2026. 23 funds tracked by Wall St. Rank hold CAIQ as of Q3 2026.

  • Able Wealth Management held 7,944 shares of Calamos Nasdaq Autocallable Income ETF worth $208K as of Q3 2026.
  • Able Wealth Management left its Calamos Nasdaq Autocallable Income ETF share count unchanged in Q3 2026.
  • Calamos Nasdaq Autocallable Income ETF made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #175 holding.
  • Able Wealth Management first reported a position in Calamos Nasdaq Autocallable Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Able Wealth Management's Calamos Nasdaq Autocallable Income ETF position peaked at $213K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.