Family Office Research LLC CAIQ β€” CALAMOS ETF TR

Ownership history in Family Office Research LLC  Β·  2 quarters on record

AI Ownership Summary

Family Office Research LLC reported CALAMOS ETF TR (CAIQ) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.17% in 2026 Q2. The latest visible filing shows CAIQ at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CAIQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family Office Research LLC's position in CALAMOS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CAIQ was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Family Office Research LLC held CAIQ β€” position size vs. price
% of Fund (quarterly)    CAIQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 16,978 +8,564 +101.8% 0.17% $456K 2026-07-27 $24.61
2026 Q1 INITIATED β€” β€” β€” 8,414 β€” β€” 0.09% $201K 2026-05-13 $25.43

FAQ About Family Office Research LLC and CAIQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Family Office Research LLC reported owning CAIQ?

Family Office Research LLC reported CAIQ across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported CAIQ position in Family Office Research LLC's portfolio?

The largest reported portfolio weight for CAIQ was 0.17% in 2026 Q2.

What is the latest reported CAIQ position on this page?

The most recent filing on this page is 2026 Q2, when Family Office Research LLC reported 16,978 shares, equal to 0.17% of portfolio, with an estimated market value of $456K.

What does the chart on this CAIQ ownership page compare?

The chart compares Family Office Research LLC's quarterly CAIQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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