Independent Financial Group
CAIE icon

Independent Financial Group’s Calamos Autocallable Income ETF CAIE Stock Holding History

Independent Financial Group’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 		$6.61M Buy
248,450
+71,546
+40% +$1.93M 0.12% 161
2026
Q2 		$4.81M Buy
176,904
+18,681
+12% +$503K 0.09% 215
2026
Q1 		$3.98M Buy
158,223
+53,689
+51% +$1.41M 0.09% 217
2025
Q4 		$2.8M Buy
104,534
+96,658
+1,227% +$2.62M 0.06% 304
2025
Q3 		$216K Buy
+7,876
New +$209K 0.01% 1250

Other funds holding CAIE

Farther Finance Advisors
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
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Independent Financial Group's CAIE Position: Q3 2026 in Review

Independent Financial Group increased its Calamos Autocallable Income ETF (CAIE) stake by 40% in Q3 2026, buying an estimated $1.93M and bringing the position to 248,450 shares worth $6.61M. The position accounts for 0.12% of the portfolio, ranked #161.

Independent Financial Group first reported a position in CAIE in Q3 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Independent Financial Group held 248,450 shares of Calamos Autocallable Income ETF worth $6.61M as of Q3 2026.
  • Independent Financial Group bought 71,546 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $1.93M.
  • Calamos Autocallable Income ETF made up 0.12% of Independent Financial Group's portfolio in Q3 2026, its #161 holding.
  • Independent Financial Group first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.