CAIQ Calamos Nasdaq Autocallable Income ETF

NASDAQ ·

该股票代码尚无基本面数据。

机构持有人 (13F) 60 家申报者 · $123.7M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比

新仓位	已退出持仓	增加	减少	净股数变动
24 (-1 与上一季度对比)	5 (+4 与上一季度对比)	28 (+16 与上一季度对比)	4 (+2 与上一季度对比)	+1.2M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构	价值	股份	% 已追踪的13F	类型
Calamos Wealth Management LLC	$33723763	1256006	27.26%	股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC	$14663790	549000	11.85%	股份
COMMONWEALTH EQUITY SERVICES, LLC	$12677590	472164	10.25%	股份
Strategic Blueprint, LLC	$10487788	390607	8.48%	股份
Cornerstone Wealth, LLC/TN	$7344549	280638	5.94%	股份
Intrepid Financial Planning Group LLC	$4697810	174965	3.80%	股份
Redhawk Wealth Advisors, Inc.	$3963351	147611	3.20%	股份
Anfield Capital Management, LLC	$3469867	145564	2.80%	股份
Brookwood Investment Group LLC	$3284131	122314	2.65%	股份
PFG Investments, LLC	$3210236	119562	2.59%	股份
Millington Financial Advisors, LLC	$2778280	107920	2.25%	股份
Onyx Bridge Wealth Group LLC	$2481522	92422	2.01%	股份
Chicago Partners Investment Group LLC	$2276373	89101	1.84%	股份
INDEPENDENT FINANCIAL GROUP, LLC	$1583210	58965	1.28%	股份
INSIGNEO ADVISORY SERVICES, LLC	$1205975	44915	0.97%	股份
Welch Financial Planning, LLC	$1203900	44838	0.97%	股份
LexAurum Advisors, LLC	$1118517	41658	0.90%	股份
Waverly Advisors, LLC	$1009560	37600	0.82%	股份
Steward Partners Investment Advisory, LLC	$998793	37199	0.81%	股份
Snowden Capital Advisors LLC	$997612	38252	0.81%	股份
WINNACLE WEALTH LLC	$742741	27663	0.60%	股份
Beacon Financial Advisory LLC	$720160	26822	0.58%	股份
Brookstone Capital Management	$652288	24294	0.53%	股份
Haven Private, LLC	$638923	23796	0.52%	股份
Claro Advisors Inc.	$631398	23516	0.51%	股份
KINGSWOOD WEALTH ADVISORS, LLC	$543014	20224	0.44%	股份
Garden State Investment Advisory Services LLC	$473903	17650	0.38%	股份
Family Office Research LLC	$455851	16978	0.37%	股份
Secure Asset Management, LLC	$430221	16023	0.35%	股份
Grantvest Financial Group LLC	$418547	15588	0.34%	股份
ROYAL BANK OF CANADA	$403000	15000	0.33%	股份
Estate Planners Group, LLC	$380085	14156	0.31%	股份
CAPTRUST FINANCIAL ADVISORS	$318038	11845	0.26%	股份
SILVER OAK SECURITIES, INCORPORATED	$310708	11572	0.25%	股份
RPS ADVISORY SOLUTIONS LLC	$309231	11517	0.25%	股份
Innovative Asset Advisors Group, LLC	$293600	10935	0.24%	股份
WealthTrust Asset Management, LLC	$277817	10347	0.22%	股份
CHANNEL WEALTH LLC	$274031	10206	0.22%	股份
ENVESTNET ASSET MANAGEMENT INC	$266728	9934	0.22%	股份
Palacios Wealth Management, LLC	$239180	8908	0.19%	股份
Wealthcare Advisory Partners LLC	$231330	8616	0.19%	股份
OSAIC HOLDINGS, INC.	$229181	8536	0.19%	股份
Able Wealth Management LLC	$213296	7944	0.17%	股份
Summit Financial, LLC	$209555	7805	0.17%	股份
MRA Advisory Group	$201429	7502	0.16%	股份
IFP Advisors, Inc	$199979	7448	0.16%	股份
Institute for Wealth Management, LLC.	$183605	6838	0.15%	股份
Allworth Financial LP	$149636	5573	0.12%	股份
Integrated Wealth Concepts LLC	$50515	1881	0.04%	股份
WOLFF WIESE MAGANA LLC	$44840	1670	0.04%	股份
TUCKER ASSET MANAGEMENT LLC	$14914	582	0.01%	股份
Realta Investment Advisors	$12620	470	0.01%	股份
Farther Finance Advisors, LLC	$10310	384	0.01%	股份
HARBOUR INVESTMENTS, INC.	$9827	366	0.01%	股份
Cambridge Investment Research Advisors, Inc.	$570	21238	0.00%	股份
WEDBUSH SECURITIES INC	$296	11020	0.00%	股份
Acumen Wealth Advisors, LLC	$135	5	0.00%	股份
MORGAN STANLEY	$46	1	0.00%	股份
Capital Analysts, LLC	$16	595	0.00%	股份
WELLS FARGO & COMPANY/MN	$6	0	0.00%	股份