IFP Advisors
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IFP Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

IFP Advisors’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 		$2.63M Buy
98,730
+20,712
+27% +$557K 0.04% 415
2026
Q2 		$2.12M Buy
78,018
+3,029
+4% +$81.6K 0.04% 467
2026
Q1 		$1.89M Buy
74,989
+38,354
+105% +$1.01M 0.04% 471
2025
Q4 		$980K Buy
36,635
+10,778
+42% +$292K 0.02% 678
2025
Q3 		$710K Buy
+25,857
New +$687K 0.02% 733

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Pinion Investment Advisors
Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's CAIE Position: Q3 2026 in Review

IFP Advisors increased its Calamos Autocallable Income ETF (CAIE) stake by 27% in Q3 2026, buying an estimated $557K and bringing the position to 98,730 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #415.

IFP Advisors first reported a position in CAIE in Q3 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • IFP Advisors held 98,730 shares of Calamos Autocallable Income ETF worth $2.63M as of Q3 2026.
  • IFP Advisors bought 20,712 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $557K.
  • Calamos Autocallable Income ETF made up 0.04% of IFP Advisors's portfolio in Q3 2026, its #415 holding.
  • IFP Advisors first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.