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
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

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beacon Financial Advisory's CAIE Position: Q1 2026 in Review

Beacon Financial Advisory increased its Calamos Autocallable Income ETF (CAIE) stake by 52% in Q1 2026, buying an estimated $518K and bringing the position to 57,855 shares worth $1.45M. The position accounts for 0.33% of the portfolio, ranked #68.

Beacon Financial Advisory first reported a position in CAIE in Q3 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Beacon Financial Advisory held 57,855 shares of Calamos Autocallable Income ETF worth $1.45M as of Q1 2026.
  • Beacon Financial Advisory bought 19,681 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $518K.
  • Calamos Autocallable Income ETF made up 0.33% of Beacon Financial Advisory's portfolio in Q1 2026, its #68 holding.
  • Beacon Financial Advisory first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.