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