Farther Finance Advisors
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Farther Finance Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

Farther Finance 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 		$11.7M Buy
438,828
+57,895
+15% +$1.56M 0.08% 207
2026
Q2 		$10.4M Buy
380,933
+63,226
+20% +$1.7M 0.08% 209
2026
Q1 		$7.92M Buy
317,707
+76,504
+32% +$2.01M 0.07% 238
2025
Q4 		$6.45M Buy
+241,203
New +$6.53M 0.07% 253

Other funds holding CAIE

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
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Farther Finance Advisors's CAIE Position: Q3 2026 in Review

Farther Finance Advisors increased its Calamos Autocallable Income ETF (CAIE) stake by 15% in Q3 2026, buying an estimated $1.56M and bringing the position to 438,828 shares worth $11.7M. The position accounts for 0.08% of the portfolio, ranked #207.

Farther Finance Advisors first reported a position in CAIE in Q4 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Farther Finance Advisors held 438,828 shares of Calamos Autocallable Income ETF worth $11.7M as of Q3 2026.
  • Farther Finance Advisors bought 57,895 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $1.56M.
  • Calamos Autocallable Income ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #207 holding.
  • Farther Finance Advisors first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.