Skip to content
Disclosery

CAIQ CALAMOS ETF TR

Follow

NASDAQ AUTOCALLL (fund)

60 managers (60 13F filers) reported a position in CAIQ shares at 2026-06-30, 4,538,071 shares in all. 25 filers opened a position and 5 filers sold out during the quarter.

Managers
60
13F filers
60
New
25
Added
29
Reduced
4
Sold out
5
Shares held by filers
4,538,071

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Calamos Advisors LLCgroup of 2 filers holding1,256,006$33.7M+305,160Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…549,000$14.7M0.08%+31,40013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC472,164$12.7M0.02%+13,03913F-HRTimeline
Strategic Blueprint, LLC390,607$10.5M0.52%+164,24813F-HRTimeline
Cornerstone Wealth, LLC/TN280,638$7.34M3.71%+79,19913F-HRTimeline
Intrepid Financial Planning Group LLC174,965$4.7M1.6%+76,81913F-HRTimeline
Redhawk Wealth Advisors, Inc.147,611$3.96M0.39%+31,44513F-HRTimeline
Brookwood Investment Group LLC122,314$3.28M0.38%new13F-HRTimeline
PFG Investments, LLC119,562$3.21M0.12%+80,49713F-HRTimeline
Millington Financial Advisors, LLC107,920$2.78M1.09%+20,78513F-HRTimeline
Onyx Bridge Wealth Group LLC92,422$2.48M0.22%new13F-HRTimeline
Chicago Partners Investment Group LLC89,101$2.28M0.05%+44,80413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,965$1.58M0.03%+46,91313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC44,915$1.21M0.05%+15,21313F-HRTimeline
Welch Financial Planning, LLC44,838$1.2M0.7%new13F-HRTimeline
LexAurum Advisors, LLC41,658$1.12M0.13%013F-HRTimeline
Waverly Advisors, LLC37,600$1.01M0.01%-12,60013F-HRTimeline
Steward Partners Investment Advisory, L…37,199$999K0.01%+3,87613F-HRTimeline
Snowden Capital Advisors LLC38,252$998K0.02%+26,00113F-HRTimeline
WINNACLE WEALTH LLC27,663$743K0.51%+10,09813F-HRTimeline
Beacon Financial Advisory LLC26,822$720K0.14%+74713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,294$652K0.01%+9,86613F-HRTimelineGroup
Haven Private, LLC23,796$639K0.24%new13F-HRTimeline
Claro Advisors Inc.23,516$631K0.07%+11,92913F-HRTimeline
Cambridge Investment Research Advisors,…21,238$570K<0.01%+9,12413F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC20,224$543K0.02%+8,64613F-HRTimeline
Garden State Investment Advisory Servic…17,650$474K0.09%new13F-HRTimeline
Grantvest Financial Group LLC17,369$466K0.27%+6,03313F-HRTimeline
Family Office Research LLC16,978$456K0.17%+8,56413F-HRTimeline
Secure Asset Management, LLC16,023$430K0.06%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,000$403K<0.01%+4,92813F-HRTimelineGroup
Estate Planners Group, LLC14,156$380K0.17%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,845$318K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,572$311K0.02%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC11,517$309K0.2%new13F-HRTimeline
WEDBUSH SECURITIES INC11,020$296K0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC10,935$294K0.13%new13F-HRTimeline
WealthTrust Asset Management, LLC10,347$278K0.15%-28613F-HRTimeline
CHANNEL WEALTH LLC10,206$274K0.06%+12913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,934$267K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,913$239K<0.01%+8,66313F-HRTimelineGroup
Palacios Wealth Management, LLC8,908$239K0.14%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,616$231K<0.01%new13F-HRTimelineGroup
Able Wealth Management LLC7,944$213K0.05%new13F-HRTimeline
Summit Financial, LLC7,805$210K<0.01%new13F-HRTimeline
MRA Advisory Group7,502$201K0.07%new13F-HRTimeline
IFP Advisors, Inc7,448$200K<0.01%+2,39813F-HRTimeline
Institute for Wealth Management, LLC.6,838$184K0.02%new13F-HRTimeline
Allworth Financial LP5,573$150K<0.01%+1,50013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,575$69.1K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,980$53K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,881$50.5K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC1,670$44.8K0.02%new13F-HRTimeline
Essential Investment Partners LLC1,350$36.2K0.03%+1513F-HRTimeline
Realta Investment Advisors470$12.6K<0.01%+24013F-HRTimeline
Farther Finance Advisors, LLC384$10.3K<0.01%-4913F-HRTimeline
HARBOUR INVESTMENTS, INC.366$9.83K<0.01%-8,67013F-HRTimeline
Acumen Wealth Advisors, LLC5$135<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$46<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.