Welch Financial Planning’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Welch Financial Planning’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	$1.2M	Buy	+44,838	New	+$1.18M	0.7%	26

Other funds holding CAIQ

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

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 Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Welch Financial Planning's CAIQ Position: Q2 2026 in Review

Welch Financial Planning opened a new position in Calamos Nasdaq Autocallable Income ETF (CAIQ) in Q2 2026: 44,838 shares worth $1.2M. The stake represents 0.7% of the portfolio and ranks #26 among its holdings.

59 funds tracked by Wall St. Rank hold CAIQ as of Q2 2026.

Welch Financial Planning held 44,838 shares of Calamos Nasdaq Autocallable Income ETF worth $1.2M as of Q2 2026.
Calamos Nasdaq Autocallable Income ETF was a new Welch Financial Planning position in Q2 2026.
Calamos Nasdaq Autocallable Income ETF made up 0.7% of Welch Financial Planning's portfolio in Q2 2026, its #26 holding.
59 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.