UCFA
CAIQ

United Capital Financial Advisors’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

United Capital Financial Advisors’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 		$12.3M Buy
517,600
+161,800
+45% +$4.05M 0.08% 209
2025
Q4 		$9.12M Buy
+355,800
New +$9.2M 0.05% 258

Other funds holding CAIQ

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M 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 $237M AUM 22.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

United Capital Financial Advisors's CAIQ Position: Q1 2026 in Review

United Capital Financial Advisors increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 45% in Q1 2026, buying an estimated $4.05M and bringing the position to 517,600 shares worth $12.3M. The position accounts for 0.08% of the portfolio, ranked #209.

United Capital Financial Advisors 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.

  • United Capital Financial Advisors held 517,600 shares of Calamos Nasdaq Autocallable Income ETF worth $12.3M as of Q1 2026.
  • United Capital Financial Advisors bought 161,800 Calamos Nasdaq Autocallable Income ETF shares in Q1 2026, an estimated $4.05M.
  • Calamos Nasdaq Autocallable Income ETF made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #209 holding.
  • United Capital Financial Advisors 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 United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.