MFA
CAIQ

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

Millington Financial 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
Q2 		$2.78M Buy
107,920
+20,785
+24% +$547K 1.09% 28
2026
Q1 		$2.3M Sell
87,135
-5,203
-6% -$130K 0.97% 30
2025
Q4 		$2.32M Buy
+92,338
New +$2.39M 1.03% 33

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

Millington Financial Advisors's CAIQ Position: Q2 2026 in Review

Millington Financial Advisors increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 24% in Q2 2026, buying an estimated $547K and bringing the position to 107,920 shares worth $2.78M. The position accounts for 1.09% of the portfolio, ranked #28.

Millington Financial Advisors 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.

  • Millington Financial Advisors held 107,920 shares of Calamos Nasdaq Autocallable Income ETF worth $2.78M as of Q2 2026.
  • Millington Financial Advisors bought 20,785 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $547K.
  • Calamos Nasdaq Autocallable Income ETF made up 1.09% of Millington Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Millington Financial Advisors 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 Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.