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Financial Management Network’s Calamos Autocallable Income ETF CAIE Stock Holding History

Financial Management Network’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 		$246K Hold
9,245
– – 0.04% 185
2026
Q2 		$248K Buy
9,245
+131
+1% +$3.53K 0.04% 188
2026
Q1 		$235K Sell
9,114
-1,758
-16% -$46.3K 0.04% 177
2025
Q4 		$291K Buy
+10,872
New +$294K 0.05% 154

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

Financial Management Network's CAIE Position: Q3 2026 in Review

Financial Management Network held its Calamos Autocallable Income ETF (CAIE) position steady in Q3 2026 at 9,245 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #185.

Financial Management Network first reported a position in CAIE in Q4 2025 and has held it in 4 quarters since. The position peaked at $291K in Q4 2025. 34 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Financial Management Network held 9,245 shares of Calamos Autocallable Income ETF worth $246K as of Q3 2026.
  • Financial Management Network left its Calamos Autocallable Income ETF share count unchanged in Q3 2026.
  • Calamos Autocallable Income ETF made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #185 holding.
  • Financial Management Network first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Financial Management Network's Calamos Autocallable Income ETF position peaked at $291K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.