Diversify Advisory Services’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Diversify Advisory 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 Q3	$7.13M	Buy	+280,977	New	+$7.25M	0.11%	179

Other funds holding CAIQ

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

BFA

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Diversify Advisory Services's CAIQ Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in Calamos Nasdaq Autocallable Income ETF (CAIQ) in Q3 2026: 280,977 shares worth $7.13M. The stake represents 0.11% of the portfolio and ranks #179 among its holdings.

23 funds tracked by Wall St. Rank hold CAIQ as of Q3 2026.

Diversify Advisory Services held 280,977 shares of Calamos Nasdaq Autocallable Income ETF worth $7.13M as of Q3 2026.
Calamos Nasdaq Autocallable Income ETF was a new Diversify Advisory Services position in Q3 2026.
Calamos Nasdaq Autocallable Income ETF made up 0.11% of Diversify Advisory Services's portfolio in Q3 2026, its #179 holding.
23 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.