HBW Advisory Services’s Calamos Autocallable Income ETF CAIE Stock Holding History

HBW Advisory Services’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	$1.93M	Buy	72,318 +47,980	+197%	+$1.29M	0.19%	110
2026 Q2	$662K	Buy	24,338 +10,374	+74%	+$279K	0.06%	270
2026 Q1	$351K	Buy	+13,964	New	+$368K	0.04%	335

Other funds holding CAIE

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 Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

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

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

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

HBW Advisory Services's CAIE Position: Q3 2026 in Review

HBW Advisory Services increased its Calamos Autocallable Income ETF (CAIE) stake by 197% in Q3 2026, buying an estimated $1.29M and bringing the position to 72,318 shares worth $1.93M. The position accounts for 0.19% of the portfolio, ranked #110.

HBW Advisory Services first reported a position in CAIE in Q1 2026 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

HBW Advisory Services held 72,318 shares of Calamos Autocallable Income ETF worth $1.93M as of Q3 2026.
HBW Advisory Services bought 47,980 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $1.29M.
Calamos Autocallable Income ETF made up 0.19% of HBW Advisory Services's portfolio in Q3 2026, its #110 holding.
HBW Advisory Services first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 3 quarters since.
32 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.