IAS
CAIQ

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

Insigneo 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
Q2 		$1.21M Buy
44,915
+15,213
+51% +$401K 0.05% 280
2026
Q1 		$708K Buy
29,702
+16,274
+121% +$407K 0.05% 286
2025
Q4 		$344K Buy
+13,428
New +$347K 0.02% 468

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

Insigneo Advisory Services's CAIQ Position: Q2 2026 in Review

Insigneo Advisory Services increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 51% in Q2 2026, buying an estimated $401K and bringing the position to 44,915 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #280.

Insigneo Advisory Services first reported a position in CAIQ in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • Insigneo Advisory Services held 44,915 shares of Calamos Nasdaq Autocallable Income ETF worth $1.21M as of Q2 2026.
  • Insigneo Advisory Services bought 15,213 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $401K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #280 holding.
  • Insigneo Advisory Services first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.