Secure Asset Management
CAIQ icon

Secure Asset Management’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Secure Asset Management’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
Q3 		$772K Buy
29,466
+13,443
+84% +$347K 0.1% 147
2026
Q2 		$430K Buy
+16,023
New +$422K 0.06% 211

Other funds holding CAIQ

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Secure Asset Management's CAIQ Position: Q3 2026 in Review

Secure Asset Management increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 84% in Q3 2026, buying an estimated $347K and bringing the position to 29,466 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #147.

Secure Asset Management first reported a position in CAIQ in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CAIQ as of Q3 2026.

  • Secure Asset Management held 29,466 shares of Calamos Nasdaq Autocallable Income ETF worth $772K as of Q3 2026.
  • Secure Asset Management bought 13,443 Calamos Nasdaq Autocallable Income ETF shares in Q3 2026, an estimated $347K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.1% of Secure Asset Management's portfolio in Q3 2026, its #147 holding.
  • Secure Asset Management first reported a position in Calamos Nasdaq Autocallable Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.