Fortress Wealth Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Fortress Wealth Management’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
2025 Q3	$5.59M	Buy	+203,465	New	+$5.41M	2.49%	13

Other funds holding CAIE

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Fortress Wealth Management's CAIE Position: Q3 2025 in Review

Fortress Wealth Management opened a new position in Calamos Autocallable Income ETF (CAIE) in Q3 2025: 203,465 shares worth $5.59M. The stake represents 2.49% of the portfolio and ranks #13 among its holdings.

67 funds tracked by Wall St. Rank hold CAIE as of Q3 2025.

Fortress Wealth Management held 203,465 shares of Calamos Autocallable Income ETF worth $5.59M as of Q3 2025.
Calamos Autocallable Income ETF was a new Fortress Wealth Management position in Q3 2025.
Calamos Autocallable Income ETF made up 2.49% of Fortress Wealth Management's portfolio in Q3 2025, its #13 holding.
67 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.