Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

CAIQCAIQ
3 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in CALAMOS ETF TR

Yes. United Capital Financial Advisors holds 549,000 shares of CAIQ, worth $14.7M, as of its Q2 2026 13F filing. It increased the position by 31,400 shares (+6.1%) from Q1 2026. United Capital Financial Advisors has held CAIQ since Q4 2025, across 3 quarterly 13F filings. CAIQ is 0.1% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$14.7M

Current Shares

549,000

Total Value Change

+$5.5M

Total Shares Change

+193,200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
549,000
+6.1%
$14.7M0.1%$25.32
30
2026-Q1
Increased
517,600
+45.5%
$12.3M0.1%$21.50
38
2025-Q4
New
355,800
-
$9.1M0.1%$22.44
38

Other major holders of CAIQ: COMMONWEALTH EQUITY SERVICES, LLC, Calamos Advisors LLC, Waverly Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used