Osaic Holdings
CAIQ

Osaic Holdings’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Osaic Holdings’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 		$5.96K Hold
250
– – ﹤0.01% 6595
2025
Q4 		$6.41K Buy
+250
New +$6.47K ﹤0.01% 6565

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
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Osaic Holdings's CAIQ Position: Q1 2026 in Review

Osaic Holdings held its Calamos Nasdaq Autocallable Income ETF (CAIQ) position steady in Q1 2026 at 250 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #6595.

Osaic Holdings first reported a position in CAIQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.41K in Q4 2025. 41 funds tracked by Wall St. Rank hold CAIQ as of Q1 2026.

  • Osaic Holdings held 250 shares of Calamos Nasdaq Autocallable Income ETF worth $5.96K as of Q1 2026.
  • Osaic Holdings left its Calamos Nasdaq Autocallable Income ETF share count unchanged in Q1 2026.
  • Calamos Nasdaq Autocallable Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6595 holding.
  • Osaic Holdings first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Osaic Holdings's Calamos Nasdaq Autocallable Income ETF position peaked at $6.41K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.