BFA
CAIE

Beacon Financial Advisory’s Calamos Autocallable Income ETF CAIE Stock Holding History

Beacon Financial Advisory’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
Q2 		$1.63M Buy
59,783
+1,928
+3% +$51.9K 0.32% 72
2026
Q1 		$1.45M Buy
57,855
+19,681
+52% +$518K 0.33% 68
2025
Q4 		$1.02M Buy
38,174
+12,839
+51% +$348K 0.24% 109
2025
Q3 		$696K Buy
+25,335
New +$673K 0.16% 161

Other funds holding CAIE

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Beacon Financial Advisory's CAIE Position: Q2 2026 in Review

Beacon Financial Advisory increased its Calamos Autocallable Income ETF (CAIE) stake by 3.3% in Q2 2026, buying an estimated $51.9K and bringing the position to 59,783 shares worth $1.63M. The position accounts for 0.32% of the portfolio, ranked #72.

Beacon Financial Advisory first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Beacon Financial Advisory held 59,783 shares of Calamos Autocallable Income ETF worth $1.63M as of Q2 2026.
  • Beacon Financial Advisory bought 1,928 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $51.9K.
  • Calamos Autocallable Income ETF made up 0.32% of Beacon Financial Advisory's portfolio in Q2 2026, its #72 holding.
  • Beacon Financial Advisory first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.