Commonwealth Equity Services’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Commonwealth Equity Services’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	$12.7M	Buy	472,164 +13,039	+3%	+$343K	0.02%	823
2026 Q1	$10.9M	Buy	459,125 +412,989	+895%	+$10.3M	0.02%	844
2025 Q4	$1.18M	Buy	+46,136	New	+$1.19M	﹤0.01%	2438

Other funds holding CAIQ

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

IFPG

Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

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

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Commonwealth Equity Services's CAIQ Position: Q2 2026 in Review

Commonwealth Equity Services increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 2.8% in Q2 2026, buying an estimated $343K and bringing the position to 472,164 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #823.

Commonwealth Equity Services 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.

Commonwealth Equity Services held 472,164 shares of Calamos Nasdaq Autocallable Income ETF worth $12.7M as of Q2 2026.
Commonwealth Equity Services bought 13,039 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $343K.
Calamos Nasdaq Autocallable Income ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #823 holding.
Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.