CALAMOS NASDAQ AUTOCALL ETF (CAIQ) Institutional Ownership Changes & 13F Activity

CALAMOS NASDAQ AUTOCALL ETF (CAIQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Calamos Wealth Management Llc, Diversify Advisory Services, Llc, Diversify Wealth Management, Llc, Elevation Point Wealth Partners, Llc, and Commonwealth Equity Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Welch Financial Planning, LlcBuy+15,564+34.7%60,402$1.58MQ3 2026Nov 06, 2026
Kestra Private Wealth Services, LlcBuy+11,335—11,335$296.87KQ3 2026Nov 06, 2026
Institute For Wealth Management, Llc.Buy+2,001+29.3%8,839$231.49KQ3 2026Nov 06, 2026
Elevation Point Wealth Partners, LlcBuy+260,135—260,135$6.81MQ3 2026Nov 05, 2026
Palacios Wealth Management, LlcBuy+7,651+85.9%16,559$433.68KQ3 2026Nov 04, 2026
M Holdings Securities, Inc.Buy+17,195—17,195$407.00Q3 2026Nov 03, 2026
Calamos Wealth Management LlcBuy+576,208+45.9%1,832,214$47.99MQ3 2026Nov 02, 2026
Commonwealth Equity Services, LlcSell-196,910-41.7%275,254$7.21MQ3 2026Nov 02, 2026
Calamos Advisors LlcBuy+47,480—47,480$1.24MQ3 2026Nov 02, 2026
Claro Advisors Inc.Buy+30,511+129.7%54,027$1.41MQ3 2026Nov 02, 2026
Cambridge Investment Research Advisors, Inc.Buy+12,158+57.2%33,396$875.00Q3 2026Nov 02, 2026
Cornerstone Wealth, Llc/TnBuy+74,799+26.7%355,437$8.74MQ3 2026Oct 28, 2026
Haven Private, LlcBuy+169,315+711.5%193,111$5.06MQ3 2026Oct 27, 2026
Chicago Partners Investment Group LlcBuy+64,889+72.8%153,990$3.79MQ3 2026Oct 27, 2026
Vestgen Advisors, LlcBuy+26,406—26,406$691.57KQ3 2026Oct 27, 2026
Simplicity Wealth,LlcBuy+70,837—70,837$1.86MQ3 2026Oct 23, 2026
Kingswood Wealth Advisors, LlcBuy+13,238+65.5%33,462$876.37KQ3 2026Oct 23, 2026
Brookstone Capital ManagementBuy+50,698+208.7%74,992$1.96MQ3 2026Oct 22, 2026
Wedbush Securities IncBuy+38,911+353.1%49,931$1.31KQ3 2026Oct 22, 2026
Strategic Blueprint, LlcBuy+21,868+5.6%412,475$10.80MQ3 2026Oct 22, 2026
Wealthcare Advisory Partners LlcBuy+11,263+130.7%19,879$520.63KQ3 2026Oct 21, 2026
Grantvest Financial Group LlcBuy+8,922+51.4%26,291$688.58KQ3 2026Oct 21, 2026
Diversify Advisory Services, LlcBuy+280,977—280,977$7.13MQ3 2026Oct 20, 2026
Diversify Wealth Management, LlcBuy+280,977—280,977$7.13MQ3 2026Oct 20, 2026
Accurate Wealth Management, LlcBuy+11,555—11,555$299.00KQ3 2026Oct 20, 2026
Secure Asset Management, LlcBuy+13,443+83.9%29,466$771.70KQ3 2026Oct 19, 2026
Maia Wealth LlcBuy+8,012—8,012$209.84KQ3 2026Oct 19, 2026
Lexaurum Advisors, LlcSell-6,000-14.4%35,658$933.88KQ3 2026Oct 19, 2026
Onyx Bridge Wealth Group LlcBuy+86,513+93.6%178,935$4.69MQ3 2026Oct 16, 2026
Beacon Financial Advisory LlcBuy+4,427+16.5%31,249$818.41KQ3 2026Oct 16, 2026
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Frequently asked questions about CAIQ activity

  • Which institutional owners are buying CAIQ?

    Institutional owners buying CAIQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CAIQ activity?

    "Buy" means an investor increased their reported position in CAIQ compared to the prior reporting period. This reflects growing exposure to CALAMOS NASDAQ AUTOCALL ETF (CAIQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CAIQ increasing?

    Institutional interest in CAIQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.