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CAIQ

Calamos Nasdaq Autocallable Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
26
Kingswood Wealth Advisors
California
$543K +$228K +8,646 +75%
GSIAS
27
Garden State Investment Advisory Services
New Jersey
$474K +$465K +17,650 New
GFG
28
Grantvest Financial Group
New Jersey
$466K +$159K +6,033 +53%
FOR
29
Family Office Research
Maryland
$456K +$226K +8,564 +102%
SAM
30
Secure Asset Management
Michigan
$430K +$422K +16,023 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$403K +$130K +4,928 +49%
EPG
32
Estate Planners Group
Pennsylvania
$380K +$373K +14,156 New
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$318K +$312K +11,845 New
SOS
34
Silver Oak Securities
Tennessee
$311K +$305K +11,572 New
RAS
35
RPS Advisory Solutions
Kentucky
$309K +$303K +11,517 New
WS
36
Wedbush Securities
California
$296K +$290K +11,020 New
IAAG
37
Innovative Asset Advisors Group
Connecticut
$294K +$288K +10,935 New
WAM
38
WealthTrust Asset Management
Florida
$278K -$7.53K -286 -3%
CW
39
Channel Wealth
California
$274K +$3.4K +129 +1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$267K +$262K +9,934 New
Osaic Holdings
41
Osaic Holdings
Arizona
$239K +$228K +8,663 +3,465%
PWM
42
Palacios Wealth Management
Florida
$239K +$235K +8,908 New
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$231K +$227K +8,616 New
AWM
44
Able Wealth Management
New Jersey
$213K +$209K +7,944 New
SF
45
Summit Financial
New Jersey
$210K +$206K +7,805 New
MAG
46
MRA Advisory Group
New Jersey
$201K +$198K +7,502 New
IA
47
IFP Advisors
Florida
$200K +$63.2K +2,398 +47%
IFWM
48
Institute for Wealth Management
Colorado
$184K +$180K +6,838 New
AF
49
Allworth Financial
California
$150K +$39.5K +1,500 +37%
TAM
50
Tucker Asset Management
Colorado
$69.1K +$67.8K +2,575 New