BWL
CAIE

Bogart Wealth LLC’s Calamos Autocallable Income ETF CAIE Stock Holding History

Bogart Wealth LLC’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 		$17.6K Buy
+648
New +$17.4K ﹤0.01% 830

Other funds holding CAIE

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Bogart Wealth LLC's CAIE Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 648 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings.

46 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Bogart Wealth LLC held 648 shares of Calamos Autocallable Income ETF worth $17.6K as of Q2 2026.
  • Calamos Autocallable Income ETF was a new Bogart Wealth LLC position in Q2 2026.
  • Calamos Autocallable Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #830 holding.
  • 46 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.