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Sulzberger Capital Advisors’s Calamos ETF Trust Calamos Nasdaq Equity & Income ETF CANQ Stock Holding History

Sulzberger Capital Advisors’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 		– Sell
-8,630
Closed -$260K – 57
2025
Q3 		$260K Sell
8,630
-451
-5% -$13.2K 0.29% 44
2025
Q2 		$262K Sell
9,081
-759
-8% -$20.6K 0.31% 46
2025
Q1 		$263K Buy
+9,840
New +$276K 0.35% 45

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
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 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

Sulzberger Capital Advisors's CANQ Position: Q4 2025 in Review

Sulzberger Capital Advisors sold out of Calamos ETF Trust Calamos Nasdaq Equity & Income ETF (CANQ) in Q4 2025, closing a stake of 8,630 shares — an estimated $260K sold.

Sulzberger Capital Advisors first reported a position in CANQ in Q1 2025 and held it in 3 quarters. The position peaked at $263K in Q1 2025. 13 funds tracked by Wall St. Rank hold CANQ as of Q4 2025.

  • Sulzberger Capital Advisors reported no remaining Calamos ETF Trust Calamos Nasdaq Equity & Income ETF position as of Q4 2025 after selling out during the quarter.
  • Sulzberger Capital Advisors sold 8,630 Calamos ETF Trust Calamos Nasdaq Equity & Income ETF shares in Q4 2025, an estimated $260K.
  • Sulzberger Capital Advisors first reported a position in Calamos ETF Trust Calamos Nasdaq Equity & Income ETF in Q1 2025 and held it in 3 quarters.
  • Sulzberger Capital Advisors's Calamos ETF Trust Calamos Nasdaq Equity & Income ETF position peaked at $263K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Calamos ETF Trust Calamos Nasdaq Equity & Income ETF as of Q4 2025.

Based on Sulzberger Capital Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.