Advisors Asset Management’s Calix CALX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.7K Buy
+661
New +$27.7K ﹤0.01% 1341
2025
Q1
Sell
-203
Closed -$7.08K 1508
2024
Q4
$7.08K Sell
203
-473
-70% -$16.7K ﹤0.01% 1420
2024
Q3
$26.2K Sell
676
-368
-35% -$13.5K ﹤0.01% 1365
2024
Q2
$37K Sell
1,044
-128
-11% -$4.12K ﹤0.01% 1323
2024
Q1
$38.9K Sell
1,172
-63
-5% -$2.35K ﹤0.01% 1312
2023
Q4
$54K Buy
1,235
+239
+24% +$9.56K ﹤0.01% 1281
2023
Q3
$45.7K Buy
996
+503
+102% +$22.8K ﹤0.01% 1286
2023
Q2
$24.6K Buy
493
+328
+199% +$15.8K ﹤0.01% 1350
2023
Q1
$8.84K Buy
165
+93
+129% +$5.07K ﹤0.01% 1422
2022
Q4
$4.93K Buy
+72
New +$4.84K ﹤0.01% 1460

Other funds holding CALX

Advisors Asset Management's CALX Position: Q2 2026 in Review

Advisors Asset Management opened a new position in Calix (CALX) in Q2 2026: 661 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in CALX as recently as Q4 2024.

Advisors Asset Management first reported a position in CALX in Q4 2022 and has held it in 10 quarters since. The position peaked at $54K in Q4 2023. 288 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Advisors Asset Management held 661 shares of Calix worth $24.7K as of Q2 2026.
  • Calix was a new Advisors Asset Management position in Q2 2026.
  • Calix made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1341 holding.
  • Advisors Asset Management first reported a position in Calix in Q4 2022 and has held it in 10 quarters since.
  • Advisors Asset Management's Calix position peaked at $54K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.