IFG
CAIQ

Independent Financial Group’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Independent Financial 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 		$1.58M Buy
58,965
+46,913
+389% +$1.24M 0.03% 522
2026
Q1 		$287K Buy
+12,052
New +$302K 0.01% 1184

Other funds holding CAIQ

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
UCFA
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PI
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

Independent Financial Group's CAIQ Position: Q2 2026 in Review

Independent Financial Group increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 389% in Q2 2026, buying an estimated $1.24M and bringing the position to 58,965 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #522.

Independent Financial Group first reported a position in CAIQ in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • Independent Financial Group held 58,965 shares of Calamos Nasdaq Autocallable Income ETF worth $1.58M as of Q2 2026.
  • Independent Financial Group bought 46,913 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $1.24M.
  • Calamos Nasdaq Autocallable Income ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #522 holding.
  • Independent Financial Group first reported a position in Calamos Nasdaq Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.