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WMG Financial Advisors’s Calamos ETF Trust Calamos Nasdaq Equity & Income ETF CANQ Stock Holding History

WMG Financial Advisors’s Portfolio CANQ Stock Details CANQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,886
Closed -$238K – 217
2025
Q3 		$238K Buy
+7,886
New +$231K 0.08% 175

Other funds holding CANQ

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WMG Financial Advisors's CANQ Position: Q4 2025 in Review

WMG Financial Advisors sold out of Calamos ETF Trust Calamos Nasdaq Equity & Income ETF (CANQ) in Q4 2025, closing a stake of 7,886 shares — an estimated $238K sold.

WMG Financial Advisors first reported a position in CANQ in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 13 funds tracked by Wall St. Rank hold CANQ as of Q4 2025.

  • WMG Financial Advisors reported no remaining Calamos ETF Trust Calamos Nasdaq Equity & Income ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 7,886 Calamos ETF Trust Calamos Nasdaq Equity & Income ETF shares in Q4 2025, an estimated $238K.
  • WMG Financial Advisors first reported a position in Calamos ETF Trust Calamos Nasdaq Equity & Income ETF in Q3 2025 and held it in 1 quarter.
  • WMG Financial Advisors's Calamos ETF Trust Calamos Nasdaq Equity & Income ETF position peaked at $238K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Calamos ETF Trust Calamos Nasdaq Equity & Income ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.