Truist Financial
CAIQ

Truist Financial’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Truist Financial’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
Q2 		– Sell
-11,511
Closed -$274K – 3032
2026
Q1 		$274K Buy
11,511
+343
+3% +$8.59K ﹤0.01% 2445
2025
Q4 		$286K Buy
+11,168
New +$289K ﹤0.01% 2364

Other funds holding CAIQ

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Truist Financial's CAIQ Position: Q2 2026 in Review

Truist Financial sold out of Calamos Nasdaq Autocallable Income ETF (CAIQ) in Q2 2026, closing a stake of 11,511 shares — an estimated $274K sold.

Truist Financial first reported a position in CAIQ in Q4 2025 and held it in 2 quarters. The position peaked at $286K in Q4 2025. 59 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • Truist Financial reported no remaining Calamos Nasdaq Autocallable Income ETF position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 11,511 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $274K.
  • Truist Financial first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and held it in 2 quarters.
  • Truist Financial's Calamos Nasdaq Autocallable Income ETF position peaked at $286K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.