Daymark Wealth Partners’s Calamos Autocallable Income ETF CAIE Stock Holding History

Daymark Wealth Partners’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	$249K	Buy	+9,344	New	+$251K	0.01%	754

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

Menard Financial Group Houston, Texas $202M AUM 29.6% 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

Daymark Wealth Partners's CAIE Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Calamos Autocallable Income ETF (CAIE) in Q3 2026: 9,344 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings.

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

Daymark Wealth Partners held 9,344 shares of Calamos Autocallable Income ETF worth $249K as of Q3 2026.
Calamos Autocallable Income ETF was a new Daymark Wealth Partners position in Q3 2026.
Calamos Autocallable Income ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #754 holding.
196 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.