BFA
CAIQ

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
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

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Beacon Financial Advisory's CAIQ Position: Q2 2026 in Review

Beacon Financial Advisory increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 2.9% in Q2 2026, buying an estimated $19.7K and bringing the position to 26,822 shares worth $720K. The position accounts for 0.14% of the portfolio, ranked #185.

Beacon Financial Advisory first reported a position in CAIQ in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • Beacon Financial Advisory held 26,822 shares of Calamos Nasdaq Autocallable Income ETF worth $720K as of Q2 2026.
  • Beacon Financial Advisory bought 747 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $19.7K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.14% of Beacon Financial Advisory's portfolio in Q2 2026, its #185 holding.
  • Beacon Financial Advisory first reported a position in Calamos Nasdaq Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.