PWM
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Prosperity Wealth Management’s Calamos ETF Trust Calamos Nasdaq Equity & Income ETF CANQ Stock Holding History

Prosperity Wealth Management’s Portfolio CANQ Stock Details CANQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$290K Sell
9,727
-392
-4% -$11.9K 0.1% 195
2025
Q3 		$305K Buy
10,119
+1,256
+14% +$36.8K 0.1% 184
2025
Q2 		$256K Buy
+8,863
New +$241K 0.09% 196

Other funds holding CANQ

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prosperity Wealth Management's CANQ Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Calamos ETF Trust Calamos Nasdaq Equity & Income ETF (CANQ) stake by 3.9% in Q4 2025, selling an estimated $11.9K and leaving 9,727 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #195.

Prosperity Wealth Management first reported a position in CANQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $305K in Q3 2025. 13 funds tracked by Wall St. Rank hold CANQ as of Q4 2025.

  • Prosperity Wealth Management held 9,727 shares of Calamos ETF Trust Calamos Nasdaq Equity & Income ETF worth $290K as of Q4 2025.
  • Prosperity Wealth Management sold 392 Calamos ETF Trust Calamos Nasdaq Equity & Income ETF shares in Q4 2025, an estimated $11.9K.
  • Calamos ETF Trust Calamos Nasdaq Equity & Income ETF made up 0.1% of Prosperity Wealth Management's portfolio in Q4 2025, its #195 holding.
  • Prosperity Wealth Management first reported a position in Calamos ETF Trust Calamos Nasdaq Equity & Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Prosperity Wealth Management's Calamos ETF Trust Calamos Nasdaq Equity & Income ETF position peaked at $305K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Calamos ETF Trust Calamos Nasdaq Equity & Income ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.