CWM
CAIQ

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

Calamos 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
Q2 		$33.7M Buy
1,256,006
+780,583
+164% +$20.6M 1.02% 21
2026
Q1 		$11.3M Buy
475,423
+420,903
+772% +$10.5M 0.39% 54
2025
Q4 		$1.4M Buy
+54,520
New +$1.41M 0.05% 162

Other funds holding CAIQ

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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Calamos Wealth Management's CAIQ Position: Q2 2026 in Review

Calamos Wealth Management increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 164% in Q2 2026, buying an estimated $20.6M and bringing the position to 1,256,006 shares worth $33.7M. The position accounts for 1.02% of the portfolio, ranked #21.

Calamos Wealth Management first reported a position in CAIQ in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • Calamos Wealth Management held 1,256,006 shares of Calamos Nasdaq Autocallable Income ETF worth $33.7M as of Q2 2026.
  • Calamos Wealth Management bought 780,583 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $20.6M.
  • Calamos Nasdaq Autocallable Income ETF made up 1.02% of Calamos Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Calamos Wealth Management first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.