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CAIQCAIQ
2 quarters

Position history for WAWaverly Advisors, LLC's holdings in CALAMOS ETF TR

Yes. Waverly Advisors holds 37,600 shares of CAIQ, worth $1M, as of its Q2 2026 13F filing. It reduced the position by 12,600 shares (-25.1%) from Q1 2026. Waverly Advisors has held CAIQ since Q1 2026, across 2 quarterly 13F filings.

Current Value

$1M

Current Shares

37,600

Total Value Change

-$187,077

Total Shares Change

-12,600

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
37,600
-25.1%
$1M0.0%$25.32
0
2026-Q1
New
50,200
-
$1.2M0.0%$21.50
35

Other major holders of CAIQ: UNITED CAPITAL FINANCIAL ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Calamos Advisors LLC

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