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
Q1 		$622K Buy
+26,075
New +$653K 0.14% 189

Other funds holding CAIQ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Beacon Financial Advisory's CAIQ Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in Calamos Nasdaq Autocallable Income ETF (CAIQ) in Q1 2026: 26,075 shares worth $622K. The stake represents 0.14% of the portfolio and ranks #189 among its holdings.

41 funds tracked by Wall St. Rank hold CAIQ as of Q1 2026.

  • Beacon Financial Advisory held 26,075 shares of Calamos Nasdaq Autocallable Income ETF worth $622K as of Q1 2026.
  • Calamos Nasdaq Autocallable Income ETF was a new Beacon Financial Advisory position in Q1 2026.
  • Calamos Nasdaq Autocallable Income ETF made up 0.14% of Beacon Financial Advisory's portfolio in Q1 2026, its #189 holding.
  • 41 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.