Holistic Planning’s Calamos Autocallable Income ETF CAIE Stock Holding History

Holistic Planning’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	$201K	Buy	+7,565	New	+$204K	0.03%	345

Other funds holding CAIE

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

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

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Holistic Planning's CAIE Position: Q3 2026 in Review

Holistic Planning opened a new position in Calamos Autocallable Income ETF (CAIE) in Q3 2026: 7,565 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #345 among its holdings.

135 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

Holistic Planning held 7,565 shares of Calamos Autocallable Income ETF worth $201K as of Q3 2026.
Calamos Autocallable Income ETF was a new Holistic Planning position in Q3 2026.
Calamos Autocallable Income ETF made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #345 holding.
135 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.