SPIA
CAIQ

Steward Partners Investment Advisory’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Steward Partners Investment Advisory’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 		$794K Buy
33,323
+21,968
+193% +$550K ﹤0.01% 1289
2025
Q4 		$291K Buy
+11,355
New +$294K ﹤0.01% 1727

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 $30.1B AUM 30.03% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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
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 $254M AUM 29.05% 1-Year Est. Return

Steward Partners Investment Advisory's CAIQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 193% in Q1 2026, buying an estimated $550K and bringing the position to 33,323 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Steward Partners Investment Advisory first reported a position in CAIQ in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold CAIQ as of Q1 2026.

  • Steward Partners Investment Advisory held 33,323 shares of Calamos Nasdaq Autocallable Income ETF worth $794K as of Q1 2026.
  • Steward Partners Investment Advisory bought 21,968 Calamos Nasdaq Autocallable Income ETF shares in Q1 2026, an estimated $550K.
  • Calamos Nasdaq Autocallable Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1289 holding.
  • Steward Partners Investment Advisory first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.