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Able Wealth Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Able Wealth Management’s Portfolio CAIE Stock Details CAIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Sell
41,357
-1,737
-4% -$46.7K 0.24% 62
2026
Q2 		$1.17M Buy
43,094
+7,717
+22% +$208K 0.27% 60
2026
Q1 		$889K Buy
35,377
+10,914
+45% +$287K 0.24% 63
2025
Q4 		$654K Buy
+24,463
New +$662K 0.21% 62

Other funds holding CAIE

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Able Wealth Management's CAIE Position: Q3 2026 in Review

Able Wealth Management reduced its Calamos Autocallable Income ETF (CAIE) stake by 4% in Q3 2026, selling an estimated $46.7K and leaving 41,357 shares worth $1.11M. The position accounts for 0.24% of the portfolio, ranked #62.

Able Wealth Management first reported a position in CAIE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q2 2026. 34 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Able Wealth Management held 41,357 shares of Calamos Autocallable Income ETF worth $1.11M as of Q3 2026.
  • Able Wealth Management sold 1,737 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $46.7K.
  • Calamos Autocallable Income ETF made up 0.24% of Able Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Able Wealth Management first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Able Wealth Management's Calamos Autocallable Income ETF position peaked at $1.17M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.