IFPG
CAIQ

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

Intrepid Financial Planning 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 		$4.7M Buy
174,965
+76,819
+78% +$2.02M 1.6% 17
2026
Q1 		$2.34M Buy
+98,146
New +$2.46M 0.94% 26

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
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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Intrepid Financial Planning Group's CAIQ Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 78% in Q2 2026, buying an estimated $2.02M and bringing the position to 174,965 shares worth $4.7M. The position accounts for 1.6% of the portfolio, ranked #17.

Intrepid Financial Planning 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.

  • Intrepid Financial Planning Group held 174,965 shares of Calamos Nasdaq Autocallable Income ETF worth $4.7M as of Q2 2026.
  • Intrepid Financial Planning Group bought 76,819 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $2.02M.
  • Calamos Nasdaq Autocallable Income ETF made up 1.6% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #17 holding.
  • Intrepid Financial Planning 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 Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.