Waverly Advisors’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Waverly 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	$1.2M	Buy	+50,200	New	+$1.26M	0.01%	779

Other funds holding CAIQ

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Calamos Advisors

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $178M AUM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Waverly Advisors's CAIQ Position: Q1 2026 in Review

Waverly Advisors opened a new position in Calamos Nasdaq Autocallable Income ETF (CAIQ) in Q1 2026: 50,200 shares worth $1.2M. The stake represents 0.01% of the portfolio and ranks #779 among its holdings.

41 funds tracked by Wall St. Rank hold CAIQ as of Q1 2026.

Waverly Advisors held 50,200 shares of Calamos Nasdaq Autocallable Income ETF worth $1.2M as of Q1 2026.
Calamos Nasdaq Autocallable Income ETF was a new Waverly Advisors position in Q1 2026.
Calamos Nasdaq Autocallable Income ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #779 holding.
41 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.