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
Q2 		$14.7M Buy
549,000
+31,400
+6% +$827K 0.08% 190
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

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
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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

United Capital Financial Advisors's CAIQ Position: Q2 2026 in Review

United Capital Financial Advisors increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 6.1% in Q2 2026, buying an estimated $827K and bringing the position to 549,000 shares worth $14.7M. The position accounts for 0.08% of the portfolio, ranked #190.

United Capital Financial Advisors first reported a position in CAIQ in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • United Capital Financial Advisors held 549,000 shares of Calamos Nasdaq Autocallable Income ETF worth $14.7M as of Q2 2026.
  • United Capital Financial Advisors bought 31,400 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $827K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.08% of United Capital Financial Advisors's portfolio in Q2 2026, its #190 holding.
  • United Capital Financial Advisors first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.