Beacon Financial Advisory
CAIQ icon

Beacon Financial Advisory’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Beacon Financial Advisory’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 		$818K Buy
31,249
+4,427
+17% +$114K 0.15% 173
2026
Q2 		$720K Buy
26,822
+747
+3% +$19.7K 0.14% 185
2026
Q1 		$622K Buy
+26,075
New +$653K 0.14% 189

Other funds holding CAIQ

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Intrepid Financial Planning Group
Intrepid Financial Planning Group Carmel, Indiana $336M AUM 26.1% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Beacon Financial Advisory's CAIQ Position: Q3 2026 in Review

Beacon Financial Advisory increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 17% in Q3 2026, buying an estimated $114K and bringing the position to 31,249 shares worth $818K. The position accounts for 0.15% of the portfolio, ranked #173.

Beacon Financial Advisory first reported a position in CAIQ in Q1 2026 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold CAIQ as of Q3 2026.

  • Beacon Financial Advisory held 31,249 shares of Calamos Nasdaq Autocallable Income ETF worth $818K as of Q3 2026.
  • Beacon Financial Advisory bought 4,427 Calamos Nasdaq Autocallable Income ETF shares in Q3 2026, an estimated $114K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.15% of Beacon Financial Advisory's portfolio in Q3 2026, its #173 holding.
  • Beacon Financial Advisory first reported a position in Calamos Nasdaq Autocallable Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.