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
Q2 		$239K Buy
8,913
+8,663
+3,465% +$228K ﹤0.01% 4279
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

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

Osaic Holdings's CAIQ Position: Q2 2026 in Review

Osaic Holdings increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 3,465% in Q2 2026, buying an estimated $228K and bringing the position to 8,913 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #4279.

Osaic Holdings first reported a position in CAIQ in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • Osaic Holdings held 8,913 shares of Calamos Nasdaq Autocallable Income ETF worth $239K as of Q2 2026.
  • Osaic Holdings bought 8,663 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $228K.
  • Calamos Nasdaq Autocallable Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4279 holding.
  • Osaic Holdings first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.