GA
CAIE

GoalVest Advisory’s Calamos Autocallable Income ETF CAIE Stock Holding History

GoalVest Advisory’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 		$3.51M Buy
129,010
+18,377
+17% +$495K 0.65% 21
2026
Q1 		$2.78M Sell
110,633
-15,506
-12% -$408K 0.54% 28
2025
Q4 		$3.37M Buy
126,139
+104,149
+474% +$2.82M 0.65% 23
2025
Q3 		$604K Buy
+21,990
New +$584K 0.13% 86

Other funds holding CAIE

CWM
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
PCIA
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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

GoalVest Advisory's CAIE Position: Q2 2026 in Review

GoalVest Advisory increased its Calamos Autocallable Income ETF (CAIE) stake by 17% in Q2 2026, buying an estimated $495K and bringing the position to 129,010 shares worth $3.51M. The position accounts for 0.65% of the portfolio, ranked #21.

GoalVest Advisory first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • GoalVest Advisory held 129,010 shares of Calamos Autocallable Income ETF worth $3.51M as of Q2 2026.
  • GoalVest Advisory bought 18,377 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $495K.
  • Calamos Autocallable Income ETF made up 0.65% of GoalVest Advisory's portfolio in Q2 2026, its #21 holding.
  • GoalVest Advisory first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.