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Winnow Wealth’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

Winnow Wealth’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
Q3 		$1.44M Buy
55,166
+27,503
+99% +$709K 0.95% 26
2026
Q2 		$743K Buy
27,663
+10,098
+57% +$266K 0.51% 68
2026
Q1 		$419K Buy
+17,565
New +$440K 0.32% 84

Other funds holding CAIQ

Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Winnow Wealth's CAIQ Position: Q3 2026 in Review

Winnow Wealth increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 99% in Q3 2026, buying an estimated $709K and bringing the position to 55,166 shares worth $1.44M. The position accounts for 0.95% of the portfolio, ranked #26.

Winnow Wealth first reported a position in CAIQ in Q1 2026 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold CAIQ as of Q3 2026.

  • Winnow Wealth held 55,166 shares of Calamos Nasdaq Autocallable Income ETF worth $1.44M as of Q3 2026.
  • Winnow Wealth bought 27,503 Calamos Nasdaq Autocallable Income ETF shares in Q3 2026, an estimated $709K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.95% of Winnow Wealth's portfolio in Q3 2026, its #26 holding.
  • Winnow Wealth first reported a position in Calamos Nasdaq Autocallable Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.