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UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CAIQ2 quarters
Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in CALAMOS NASDAQ AUTOCALLABLE INCOME ETF
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 517,600 shares of CAIQ (CALAMOS NASDAQ AUTOCALLABLE INCOME ETF), worth $12.3M as of 2026-Q1. The position was increased (+45.5% shares). CAIQ represents 0.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$12.3M
Current Shares
517,600
Total Value Change
+$3.2M
Total Shares Change
+161,800
Quarter-by-Quarter History
Other major holders of CAIQ: COMMONWEALTH EQUITY SERVICES, LLC, Calamos Advisors LLC, Waverly Advisors, LLC