Estate Planners Group’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Estate Planners Group’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	$380K	Buy	+14,156	New	+$373K	0.17%	49

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

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

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 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

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Estate Planners Group's CAIQ Position: Q2 2026 in Review

Estate Planners Group opened a new position in Calamos Nasdaq Autocallable Income ETF (CAIQ) in Q2 2026: 14,156 shares worth $380K. The stake represents 0.17% of the portfolio and ranks #49 among its holdings.

59 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

Estate Planners Group held 14,156 shares of Calamos Nasdaq Autocallable Income ETF worth $380K as of Q2 2026.
Calamos Nasdaq Autocallable Income ETF was a new Estate Planners Group position in Q2 2026.
Calamos Nasdaq Autocallable Income ETF made up 0.17% of Estate Planners Group's portfolio in Q2 2026, its #49 holding.
59 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.