IWS
CAIE

Insight Wealth Strategies’s Calamos Autocallable Income ETF CAIE Stock Holding History

Insight Wealth Strategies’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 		$1.4M Buy
51,940
+8,350
+19% +$225K 0.14% 98
2026
Q1 		$1.1M Buy
43,590
+12,110
+38% +$319K 0.12% 106
2025
Q4 		$842K Buy
31,480
+6,188
+24% +$168K 0.1% 112
2025
Q3 		$695K Buy
+25,292
New +$672K 0.08% 115

Other funds holding CAIE

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Insight Wealth Strategies's CAIE Position: Q2 2026 in Review

Insight Wealth Strategies increased its Calamos Autocallable Income ETF (CAIE) stake by 19% in Q2 2026, buying an estimated $225K and bringing the position to 51,940 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #98.

Insight Wealth Strategies first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Insight Wealth Strategies held 51,940 shares of Calamos Autocallable Income ETF worth $1.4M as of Q2 2026.
  • Insight Wealth Strategies bought 8,350 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $225K.
  • Calamos Autocallable Income ETF made up 0.14% of Insight Wealth Strategies's portfolio in Q2 2026, its #98 holding.
  • Insight Wealth Strategies first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.