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

DHJJ 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
Q2 		$490 Hold
18
– – ﹤0.01% 905
2026
Q1 		$453 Hold
18
– – ﹤0.01% 905
2025
Q4 		$482 Buy
+18
New +$487 ﹤0.01% 859

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

DHJJ Financial Advisors's CAIE Position: Q2 2026 in Review

DHJJ Financial Advisors held its Calamos Autocallable Income ETF (CAIE) position steady in Q2 2026 at 18 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #905.

DHJJ Financial Advisors first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • DHJJ Financial Advisors held 18 shares of Calamos Autocallable Income ETF worth $490 as of Q2 2026.
  • DHJJ Financial Advisors left its Calamos Autocallable Income ETF share count unchanged in Q2 2026.
  • Calamos Autocallable Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #905 holding.
  • DHJJ Financial Advisors first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.