WAP
CAIQ

Wealthcare Advisory Partners’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Wealthcare Advisory Partners’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 		$231K Buy
+8,616
New +$227K ﹤0.01% 986

Other funds holding CAIQ

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $711M AUM 27.91% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM