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Aurora Private Wealth’s Calamos Autocallable Income ETF CAIE Stock Holding History

Aurora Private Wealth’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 		$2.91M Buy
109,278
+8,609
+9% +$232K 1.83% 10
2026
Q2 		$2.74M Buy
100,669
+53,139
+112% +$1.43M 1.74% 12
2026
Q1 		$1.23M Buy
47,530
+15,003
+46% +$395K 0.88% 32
2025
Q4 		$870K Buy
+32,527
New +$881K 0.57% 47

Other funds holding CAIE

Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 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 33.51% 1-Year Est. Return

Aurora Private Wealth's CAIE Position: Q3 2026 in Review

Aurora Private Wealth increased its Calamos Autocallable Income ETF (CAIE) stake by 8.6% in Q3 2026, buying an estimated $232K and bringing the position to 109,278 shares worth $2.91M. The position accounts for 1.83% of the portfolio, ranked #10.

Aurora Private Wealth first reported a position in CAIE in Q4 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Aurora Private Wealth held 109,278 shares of Calamos Autocallable Income ETF worth $2.91M as of Q3 2026.
  • Aurora Private Wealth bought 8,609 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $232K.
  • Calamos Autocallable Income ETF made up 1.83% of Aurora Private Wealth's portfolio in Q3 2026, its #10 holding.
  • Aurora Private Wealth first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.