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
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

UCFA
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
CWM
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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

WealthTrust Asset Management's CAIQ Position: Q1 2026 in Review

WealthTrust Asset Management increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 21% in Q1 2026, buying an estimated $45.5K and bringing the position to 10,633 shares worth $253K. The position accounts for 0.15% of the portfolio, ranked #73.

WealthTrust Asset Management first reported a position in CAIQ in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold CAIQ as of Q1 2026.

  • WealthTrust Asset Management held 10,633 shares of Calamos Nasdaq Autocallable Income ETF worth $253K as of Q1 2026.
  • WealthTrust Asset Management bought 1,817 Calamos Nasdaq Autocallable Income ETF shares in Q1 2026, an estimated $45.5K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.15% of WealthTrust Asset Management's portfolio in Q1 2026, its #73 holding.
  • WealthTrust Asset Management first reported a position in Calamos Nasdaq Autocallable Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.