Claro Advisors’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Claro Advisors’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	$276K	Buy	+11,587	New	+$290K	0.03%	396

Other funds holding CAIQ

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

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $178M AUM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Claro Advisors's CAIQ Position: Q1 2026 in Review

Claro Advisors opened a new position in Calamos Nasdaq Autocallable Income ETF (CAIQ) in Q1 2026: 11,587 shares worth $276K. The stake represents 0.03% of the portfolio and ranks #396 among its holdings.

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

Claro Advisors held 11,587 shares of Calamos Nasdaq Autocallable Income ETF worth $276K as of Q1 2026.
Calamos Nasdaq Autocallable Income ETF was a new Claro Advisors position in Q1 2026.
Calamos Nasdaq Autocallable Income ETF made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #396 holding.
41 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.