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CAIQCAIQ
3 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CALAMOS ETF TR

Steward Partners Investment Advisory, LLC holds 37,199 shares of CAIQ (CALAMOS ETF TR), worth $998,793 as of 2026-Q2. The position was increased (+11.6% shares). CAIQ represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$998,793

Current Shares

37,199

Total Value Change

+$707,820

Total Shares Change

+25,844

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
37,199
+11.6%
$998,7930.0%$25.32
28
2026-Q1
Increased
33,323
+193.5%
$794,3340.0%$21.50
40
2025-Q4
New
11,355
-
$290,9730.0%$22.44
32

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

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