IFP Advisors
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IFP Advisors’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

IFP 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 		$209K Buy
7,997
+549
+7% +$14.2K ﹤0.01% 1511
2026
Q2 		$200K Buy
7,448
+2,398
+47% +$63.2K ﹤0.01% 1515
2026
Q1 		$120K Buy
+5,050
New +$126K ﹤0.01% 1716

Other funds holding CAIQ

Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 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
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

IFP Advisors's CAIQ Position: Q3 2026 in Review

IFP Advisors increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 7.4% in Q3 2026, buying an estimated $14.2K and bringing the position to 7,997 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

IFP Advisors first reported a position in CAIQ in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold CAIQ as of Q3 2026.

  • IFP Advisors held 7,997 shares of Calamos Nasdaq Autocallable Income ETF worth $209K as of Q3 2026.
  • IFP Advisors bought 549 Calamos Nasdaq Autocallable Income ETF shares in Q3 2026, an estimated $14.2K.
  • Calamos Nasdaq Autocallable Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1511 holding.
  • IFP Advisors first reported a position in Calamos Nasdaq Autocallable Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.