Simplicity Wealth’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Simplicity Wealth’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	$1.86M	Buy	+70,837	New	+$1.83M	0.05%	327

Other funds holding CAIQ

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Simplicity Wealth's CAIQ Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Calamos Nasdaq Autocallable Income ETF (CAIQ) in Q3 2026: 70,837 shares worth $1.86M. The stake represents 0.05% of the portfolio and ranks #327 among its holdings.

31 funds tracked by Wall St. Rank hold CAIQ as of Q3 2026.

Simplicity Wealth held 70,837 shares of Calamos Nasdaq Autocallable Income ETF worth $1.86M as of Q3 2026.
Calamos Nasdaq Autocallable Income ETF was a new Simplicity Wealth position in Q3 2026.
Calamos Nasdaq Autocallable Income ETF made up 0.05% of Simplicity Wealth's portfolio in Q3 2026, its #327 holding.
31 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.