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

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

MFG

Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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.

169 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.
169 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.