BAM
CAIE

BOS Asset Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

BOS Asset Management’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 		– Sell
-153,676
Closed -$3.86M – 223
2026
Q1 		$3.86M Buy
153,676
+30,465
+25% +$802K 0.99% 29
2025
Q4 		$3.29M Buy
123,211
+37,786
+44% +$1.02M 0.88% 32
2025
Q3 		$2.35M Buy
+85,425
New +$2.27M 0.66% 36

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

BOS Asset Management's CAIE Position: Q2 2026 in Review

BOS Asset Management sold out of Calamos Autocallable Income ETF (CAIE) in Q2 2026, closing a stake of 153,676 shares — an estimated $3.86M sold.

BOS Asset Management first reported a position in CAIE in Q3 2025 and held it in 3 quarters. The position peaked at $3.86M in Q1 2026. 46 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • BOS Asset Management reported no remaining Calamos Autocallable Income ETF position as of Q2 2026 after selling out during the quarter.
  • BOS Asset Management sold 153,676 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $3.86M.
  • BOS Asset Management first reported a position in Calamos Autocallable Income ETF in Q3 2025 and held it in 3 quarters.
  • BOS Asset Management's Calamos Autocallable Income ETF position peaked at $3.86M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.