BHPW
CAIE

Box Hill Private Wealth’s Calamos Autocallable Income ETF CAIE Stock Holding History

Box Hill Private Wealth’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
Q3 		$475K Buy
+17,838
New +$480K 0.35% 46

Other funds holding CAIE

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Box Hill Private Wealth's CAIE Position: Q3 2026 in Review

Box Hill Private Wealth opened a new position in Calamos Autocallable Income ETF (CAIE) in Q3 2026: 17,838 shares worth $475K. The stake represents 0.35% of the portfolio and ranks #46 among its holdings.

4 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Box Hill Private Wealth held 17,838 shares of Calamos Autocallable Income ETF worth $475K as of Q3 2026.
  • Calamos Autocallable Income ETF was a new Box Hill Private Wealth position in Q3 2026.
  • Calamos Autocallable Income ETF made up 0.35% of Box Hill Private Wealth's portfolio in Q3 2026, its #46 holding.
  • 4 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.