EIP
CAIQ

Essential Investment Partners’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Essential Investment Partners’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 		$36.2K Buy
1,350
+15
+1% +$395 0.03% 165
2026
Q1 		$31.8K Buy
+1,335
New +$33.4K 0.03% 165

Other funds holding CAIQ

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Essential Investment Partners's CAIQ Position: Q2 2026 in Review

Essential Investment Partners increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 1.1% in Q2 2026, buying an estimated $395 and bringing the position to 1,350 shares worth $36.2K. The position accounts for 0.03% of the portfolio, ranked #165.

Essential Investment Partners first reported a position in CAIQ in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • Essential Investment Partners held 1,350 shares of Calamos Nasdaq Autocallable Income ETF worth $36.2K as of Q2 2026.
  • Essential Investment Partners bought 15 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $395.
  • Calamos Nasdaq Autocallable Income ETF made up 0.03% of Essential Investment Partners's portfolio in Q2 2026, its #165 holding.
  • Essential Investment Partners first reported a position in Calamos Nasdaq Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.