Waverly Advisors
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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
Q2 		$1.01M Sell
37,600
-12,600
-25% -$332K 0.01% 894
2026
Q1 		$1.2M Buy
+50,200
New +$1.26M 0.01% 779

Other funds holding CAIQ

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
United Capital Financial Advisors
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
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Intrepid Financial Planning Group
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Millington Financial Advisors
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Waverly Advisors's CAIQ Position: Q2 2026 in Review

Waverly Advisors reduced its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 25% in Q2 2026, selling an estimated $332K and leaving 37,600 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #894.

Waverly Advisors first reported a position in CAIQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.2M in Q1 2026. 58 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

  • Waverly Advisors held 37,600 shares of Calamos Nasdaq Autocallable Income ETF worth $1.01M as of Q2 2026.
  • Waverly Advisors sold 12,600 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $332K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #894 holding.
  • Waverly Advisors first reported a position in Calamos Nasdaq Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Waverly Advisors's Calamos Nasdaq Autocallable Income ETF position peaked at $1.2M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.