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BOLTON SECURITIES CORPORATION’s Calamos Nasdaq Autocallable Income ETF CAIQ Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$588K Buy
22,434
+16,318
+267% +$421K 0.02% 561
2026
Q2 		$164K Buy
+6,116
New +$161K 0.01% 955

Other funds holding CAIQ

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Intrepid Financial Planning Group
Intrepid Financial Planning Group Carmel, Indiana $336M AUM 26.1% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CAIQ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Calamos Nasdaq Autocallable Income ETF (CAIQ) stake by 267% in Q3 2026, buying an estimated $421K and bringing the position to 22,434 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #561.

BOLTON SECURITIES CORPORATION first reported a position in CAIQ in Q2 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold CAIQ as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 22,434 shares of Calamos Nasdaq Autocallable Income ETF worth $588K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 16,318 Calamos Nasdaq Autocallable Income ETF shares in Q3 2026, an estimated $421K.
  • Calamos Nasdaq Autocallable Income ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #561 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Calamos Nasdaq Autocallable Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Calamos Nasdaq Autocallable Income ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.