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CAIQ

Calamos Nasdaq Autocallable Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Calamos Wealth Management
Illinois
$33.7M +$20.6M +780,583 +164%
UCFA
2
United Capital Financial Advisors
Texas
$14.7M +$827K +31,400 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.7M +$343K +13,039 +3%
SB
4
Strategic Blueprint
Georgia
$10.5M +$4.33M +164,248 +73%
CW
5
Cornerstone Wealth
Tennessee
$7.34M +$2.09M +79,199 +39%
IFPG
6
Intrepid Financial Planning Group
Indiana
$4.7M +$2.02M +76,819 +78%
RWA
7
Redhawk Wealth Advisors
Minnesota
$3.96M +$828K +31,445 +27%
BIG
8
Brookwood Investment Group
Arizona
$3.28M +$3.22M +122,314 New
PI
9
PFG Investments
New York
$3.21M +$2.12M +80,497 +206%
MFA
10
Millington Financial Advisors
Illinois
$2.78M +$547K +20,785 +24%
OBWG
11
Onyx Bridge Wealth Group
New York
$2.48M +$2.43M +92,422 New
CPIG
12
Chicago Partners Investment Group
Illinois
$2.28M +$1.18M +44,804 +101%
IFG
13
Independent Financial Group
California
$1.58M +$1.24M +46,913 +389%
IAS
14
Insigneo Advisory Services
Florida
$1.21M +$401K +15,213 +51%
WFP
15
Welch Financial Planning
Colorado
$1.2M +$1.18M +44,838 New
LA
16
LexAurum Advisors
Kansas
$1.12M
WA
17
Waverly Advisors
Alabama
$1.01M -$332K -12,600 -25%
SPIA
18
Steward Partners Investment Advisory
New York
$999K +$102K +3,876 +12%
SCA
19
Snowden Capital Advisors
New York
$998K +$685K +26,001 +212%
WW
20
Winnow Wealth
Texas
$743K +$266K +10,098 +57%
BFA
21
Beacon Financial Advisory
Ohio
$720K +$19.7K +747 +3%
BCM
22
Brookstone Capital Management
Illinois
$652K +$260K +9,866 +68%
HP
23
Haven Private
Florida
$639K +$627K +23,796 New
CA
24
Claro Advisors
Massachusetts
$631K +$314K +11,929 +103%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$570K +$240K +9,124 +75%