Calamos Nasdaq Autocallable Income ETF (CAIQ) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.43: the stock has moved about 43% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCalamos Nasdaq Autocallable Income ETF (CAIQ) trades at $26.12. Calamos Nasdaq Autocallable Income ETF (CAIQ) is an actively managed fund seeking high monthly income with reduced downside risk. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for CAIQ: CAIQ does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Calamos Nasdaq Autocallable Income ETF (CAIQ) Financial Services Profile
Calamos Nasdaq Autocallable Income ETF (CAIQ) aims to provide high monthly income by investing in autocallable securities linked to the Nasdaq. The fund seeks to offer reduced downside risk compared to direct equity investments, targeting income-focused investors in the financial services sector.
What Is the Investment Thesis for CAIQ?
Calamos Nasdaq Autocallable Income ETF (CAIQ) presents an investment case centered on its ability to generate high monthly income in a low-yield environment. The fund's strategy of investing in autocallable securities linked to the Nasdaq offers a potential income stream while providing a buffer against market downturns. With a beta of 1.43, CAIQ exhibits higher volatility than the market. The fund's success hinges on the continued demand for income-generating assets and the ability of the portfolio managers to select autocallable securities that deliver attractive returns. However, investors should be aware of the risks associated with structured products, including potential loss of principal and exposure to the creditworthiness of the issuer. The fund's performance is also dependent on the performance of the Nasdaq, as the autocallable securities are linked to this index.
Based on FMP financials and quantitative analysis
CAIQ Key Highlights
CAIQ aims to generate high monthly income through autocallable securities.
- The fund seeks to provide reduced downside risk compared to direct equity investments.
- CAIQ's portfolio is actively managed to adapt to changing market conditions.
- The fund's investment strategy focuses on autocallable securities linked to the Nasdaq.
- CAIQ offers exposure to the technology sector through its Nasdaq-linked investments.
Who Are CAIQ's Competitors?
CAIQ is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $756.20 | +0.88% | $539B | — |
| SPY SPDR S&P 500 ETF | $775.63 | +0.78% | $826B | — |
| DIA SPDR Dow Jones Industrial Average ETF Trust | $511.10 | +0.49% | $43.0B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $44.73 | -0.27% | $71.4B | 57 5-pillar |
| AMP Ameriprise Financial, Inc. | $493.62 | +0.55% | $44.4B | 77 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CAIQ's Key Strengths?
High monthly income generation.
- Reduced downside risk compared to direct equity investments.
- Exposure to the technology sector through Nasdaq-linked investments.
- Active portfolio management.
What Are CAIQ's Weaknesses?
Reliance on the performance of the Nasdaq.
- Exposure to the creditworthiness of the issuers of autocallable securities.
- Complexity of autocallable securities.
- Higher expense ratio compared to passive ETFs.
What Are the Key Risks for CAIQ?
Rising interest rates could negatively impact the value of autocallable securities.
- Increased market volatility could lead to lower returns.
- Exposure to the creditworthiness of the issuers of autocallable securities.
- Changes in regulations governing autocallable securities could impact the fund's investment strategy.
What Are CAIQ's Competitive Advantages?
- Proprietary investment strategy focused on autocallable securities.
- Expertise in selecting and managing autocallable securities.
- Established track record of generating high monthly income.
- Brand recognition and reputation within the asset management industry.
What Does CAIQ Do?
Calamos Nasdaq Autocallable Income ETF (CAIQ) is an actively managed exchange-traded fund (ETF) designed to generate high monthly income while mitigating downside risk. The fund achieves this objective by investing primarily in a portfolio of autocallable securities linked to the Nasdaq. Autocallable securities, also known as structured notes, are derivative investments that offer a potential income stream based on the performance of an underlying asset, in this case, the Nasdaq. These securities are designed to automatically 'call' or mature if the underlying asset reaches a predetermined level, returning the principal to the investor along with a specified coupon payment. CAIQ's investment strategy involves selecting autocallable securities with varying maturities and strike prices to create a diversified portfolio that balances income generation with risk management. The fund's active management approach allows the portfolio managers to adjust the portfolio's composition based on market conditions and opportunities. CAIQ is geared towards investors seeking a consistent income stream and a degree of downside protection compared to investing directly in equities. The fund's focus on Nasdaq-linked autocallables provides exposure to the technology-heavy Nasdaq index while potentially reducing volatility through the structured nature of the underlying investments.
What Products and Services Does CAIQ Offer?
- Invests in autocallable securities linked to the Nasdaq.
- Seeks to generate high monthly income for investors.
- Provides reduced downside risk compared to direct equity investments.
- Actively manages the portfolio to adapt to market conditions.
- Offers exposure to the technology sector through Nasdaq-linked investments.
- Distributes monthly income to shareholders.
How Does CAIQ Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Selects and manages a portfolio of autocallable securities.
- Distributes income generated from the autocallable securities to shareholders.
- Adjusts the portfolio based on market conditions and opportunities.
What Industry Does CAIQ Operate In?
Calamos Nasdaq Autocallable Income ETF (CAIQ) operates within the asset management industry, specifically focusing on income-generating investment products. The industry is characterized by increasing demand for alternative investment strategies that offer higher yields in a low-interest-rate environment. CAIQ competes with other ETFs and mutual funds that employ various income-generating strategies, including dividend-focused equity funds, bond funds, and other alternative income products. The competitive landscape is driven by factors such as fund performance, expense ratios, and investment strategy. The growth of the asset management industry is influenced by factors such as market volatility, interest rates, and investor sentiment.
Who Are CAIQ's Key Customers?
- Retail investors seeking income-generating investments.
- Financial advisors looking for alternative income solutions for their clients.
- Institutional investors seeking exposure to the technology sector with reduced downside risk.
- Retirees looking for a consistent income stream.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved +2.2%.
CAIQ Financials
Bull Case vs Bear Case
Bull Case
- High monthly income generation.
- Reduced downside risk compared to direct equity investments.
- Exposure to the technology sector through Nasdaq-linked investments.
- Active portfolio management.
Bear Case
- Reliance on the performance of the Nasdaq.
- Exposure to the creditworthiness of the issuers of autocallable securities.
- Complexity of autocallable securities.
- Higher expense ratio compared to passive ETFs.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CAIQ Latest News
No recent news available for CAIQ.
CAIQ Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CAIQ.
Price Targets
Wall Street price target analysis for CAIQ.
CAIQ MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CAIQ; grades run from A+ (80-100) to F (below 30).
CAIQ Financials Stock FAQ
What do analysts say about CAIQ stock?
Generally, analysts covering ETFs in the asset management sector focus on factors such as fund performance, expense ratios, and investment strategy. Key valuation metrics include the fund's net asset value (NAV), yield, and total return.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.