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
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

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Millington Financial Advisors's CAIQ Position: Q1 2026 in Review

Millington Financial Advisors reduced its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 5.6% in Q1 2026, selling an estimated $130K and leaving 87,135 shares worth $2.3M. The position accounts for 0.97% of the portfolio, ranked #30.

Millington Financial Advisors first reported a position in CAIQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.32M in Q4 2025. 41 funds tracked by Wall St. Rank hold CAIQ as of Q1 2026.

  • Millington Financial Advisors held 87,135 shares of Calamos Nasdaq Autocallable Income ETF worth $2.3M as of Q1 2026.
  • Millington Financial Advisors sold 5,203 Calamos Nasdaq Autocallable Income ETF shares in Q1 2026, an estimated $130K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.97% of Millington Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • Millington Financial Advisors first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Millington Financial Advisors's Calamos Nasdaq Autocallable Income ETF position peaked at $2.32M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.