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Waverly Advisors’s Calamos ETF Trust Calamos Nasdaq Equity & Income ETF CANQ Stock Holding History

Waverly Advisors’s Portfolio CANQ Stock Details CANQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,009
Closed -$28.1K – 1841
2026
Q1 		$28.1K Buy
+1,009
New +$29.5K ﹤0.01% 1583

Other funds holding CANQ

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's CANQ Position: Q2 2026 in Review

Waverly Advisors sold out of Calamos ETF Trust Calamos Nasdaq Equity & Income ETF (CANQ) in Q2 2026, closing a stake of 1,009 shares — an estimated $28.1K sold.

Waverly Advisors first reported a position in CANQ in Q1 2026 and held it in 1 quarter. The position peaked at $28.1K in Q1 2026. 12 funds tracked by Wall St. Rank hold CANQ as of Q2 2026.

  • Waverly Advisors reported no remaining Calamos ETF Trust Calamos Nasdaq Equity & Income ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 1,009 Calamos ETF Trust Calamos Nasdaq Equity & Income ETF shares in Q2 2026, an estimated $28.1K.
  • Waverly Advisors first reported a position in Calamos ETF Trust Calamos Nasdaq Equity & Income ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's Calamos ETF Trust Calamos Nasdaq Equity & Income ETF position peaked at $28.1K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Calamos ETF Trust Calamos Nasdaq Equity & Income ETF as of Q2 2026.

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