IFWM
CAIQ

Institute for Wealth Management’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Institute for Wealth Management’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 		$184K Buy
+6,838
New +$180K 0.02% 536

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

Institute for Wealth Management's CAIQ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Calamos Nasdaq Autocallable Income ETF (CAIQ) in Q2 2026: 6,838 shares worth $184K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings.

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

  • Institute for Wealth Management held 6,838 shares of Calamos Nasdaq Autocallable Income ETF worth $184K as of Q2 2026.
  • Calamos Nasdaq Autocallable Income ETF was a new Institute for Wealth Management position in Q2 2026.
  • Calamos Nasdaq Autocallable Income ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #536 holding.
  • 59 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.