WAM
CAIQ

WealthTrust Asset Management’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

WealthTrust Asset Management’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 		$278K Sell
10,347
-286
-3% -$7.53K 0.15% 78
2026
Q1 		$253K Buy
10,633
+1,817
+21% +$45.5K 0.15% 73
2025
Q4 		$226K Buy
+8,816
New +$228K 0.16% 67

Other funds holding CAIQ

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
UCFA
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
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

WealthTrust Asset Management's CAIQ Position: Q2 2026 in Review

WealthTrust Asset Management reduced its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 2.7% in Q2 2026, selling an estimated $7.53K and leaving 10,347 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #78.

WealthTrust Asset Management 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.

  • WealthTrust Asset Management held 10,347 shares of Calamos Nasdaq Autocallable Income ETF worth $278K as of Q2 2026.
  • WealthTrust Asset Management sold 286 Calamos Nasdaq Autocallable Income ETF shares in Q2 2026, an estimated $7.53K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.15% of WealthTrust Asset Management's portfolio in Q2 2026, its #78 holding.
  • WealthTrust Asset Management 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 WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.