CD
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Chapin Davis’s Calamos Autocallable Income ETF CAIE Stock Holding History

Chapin Davis’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 		$426K Hold
16,000
– – 0.08% 156
2026
Q2 		$435K Hold
16,000
– – 0.08% 159
2026
Q1 		$402K Buy
+16,000
New +$421K 0.09% 174

Other funds holding CAIE

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Chapin Davis's CAIE Position: Q3 2026 in Review

Chapin Davis held its Calamos Autocallable Income ETF (CAIE) position steady in Q3 2026 at 16,000 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #156.

Chapin Davis first reported a position in CAIE in Q1 2026 and has held it in 3 quarters since. The position peaked at $435K in Q2 2026. 32 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Chapin Davis held 16,000 shares of Calamos Autocallable Income ETF worth $426K as of Q3 2026.
  • Chapin Davis left its Calamos Autocallable Income ETF share count unchanged in Q3 2026.
  • Calamos Autocallable Income ETF made up 0.08% of Chapin Davis's portfolio in Q3 2026, its #156 holding.
  • Chapin Davis first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Chapin Davis's Calamos Autocallable Income ETF position peaked at $435K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.