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

Channel Wealth’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 		$274K Buy
10,206
+129
+1% +$3.4K 0.06% 158
2026
Q1 		$240K Buy
10,077
+79
+0.8% +$1.98K 0.06% 154
2025
Q4 		$256K Buy
+9,998
New +$259K 0.06% 147

Other funds holding CAIQ

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
United Capital Financial Advisors
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
Strategic Blueprint
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
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PFG Investments
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

Channel Wealth's CAIQ Position: Q2 2026 in Review

Channel Wealth increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 1.3% in Q2 2026, buying an estimated $3.4K and bringing the position to 10,206 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #158.

Channel Wealth first reported a position in CAIQ in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • Channel Wealth held 10,206 shares of Calamos Nasdaq Autocallable Income ETF worth $274K as of Q2 2026.
  • Channel Wealth bought 129 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $3.4K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.06% of Channel Wealth's portfolio in Q2 2026, its #158 holding.
  • Channel Wealth first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.