BFC Planning, Inc.’s Calamos Autocallable Income ETF CAIE Stock Holding History

BFC Planning, Inc.’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	$55.8K	Sell	2,052 -110	-5%	-$2.96K	﹤0.01%	1501
2026 Q1	$54.4K	Buy	+2,162	New	+$56.9K	﹤0.01%	1305

Other funds holding CAIE

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.9% 1-Year Est. Return

BFC Planning, Inc.'s CAIE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Calamos Autocallable Income ETF (CAIE) stake by 5.1% in Q2 2026, selling an estimated $2.96K and leaving 2,052 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

BFC Planning, Inc. first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

BFC Planning, Inc. held 2,052 shares of Calamos Autocallable Income ETF worth $55.8K as of Q2 2026.
BFC Planning, Inc. sold 110 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $2.96K.
Calamos Autocallable Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1501 holding.
BFC Planning, Inc. first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
171 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.