Claro Advisors
CAIQ icon

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
Q3 		$1.41M Buy
54,027
+30,511
+130% +$787K 0.14% 137
2026
Q2 		$631K Buy
23,516
+11,929
+103% +$314K 0.07% 228
2026
Q1 		$276K Buy
+11,587
New +$290K 0.03% 396

Other funds holding CAIQ

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Claro Advisors's CAIQ Position: Q3 2026 in Review

Claro Advisors increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 130% in Q3 2026, buying an estimated $787K and bringing the position to 54,027 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #137.

Claro Advisors first reported a position in CAIQ in Q1 2026 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold CAIQ as of Q3 2026.

  • Claro Advisors held 54,027 shares of Calamos Nasdaq Autocallable Income ETF worth $1.41M as of Q3 2026.
  • Claro Advisors bought 30,511 Calamos Nasdaq Autocallable Income ETF shares in Q3 2026, an estimated $787K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.14% of Claro Advisors's portfolio in Q3 2026, its #137 holding.
  • Claro Advisors first reported a position in Calamos Nasdaq Autocallable Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.