CAPTRUST Financial Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

CAPTRUST Financial Advisors’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	$331K	Buy	+12,453	New	+$335K	﹤0.01%	2572

Other funds holding CAIE

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors's CAIE Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in Calamos Autocallable Income ETF (CAIE) in Q3 2026: 12,453 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #2572 among its holdings.

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

CAPTRUST Financial Advisors held 12,453 shares of Calamos Autocallable Income ETF worth $331K as of Q3 2026.
Calamos Autocallable Income ETF was a new CAPTRUST Financial Advisors position in Q3 2026.
Calamos Autocallable Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2572 holding.
172 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.