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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
Q3 		$1.18M Sell
44,438
-7,502
-14% -$202K 0.12% 103
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 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
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
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Insight Wealth Strategies's CAIE Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Calamos Autocallable Income ETF (CAIE) stake by 14% in Q3 2026, selling an estimated $202K and leaving 44,438 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #103.

Insight Wealth Strategies first reported a position in CAIE in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q2 2026. 23 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Insight Wealth Strategies held 44,438 shares of Calamos Autocallable Income ETF worth $1.18M as of Q3 2026.
  • Insight Wealth Strategies sold 7,502 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $202K.
  • Calamos Autocallable Income ETF made up 0.12% of Insight Wealth Strategies's portfolio in Q3 2026, its #103 holding.
  • Insight Wealth Strategies first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Insight Wealth Strategies's Calamos Autocallable Income ETF position peaked at $1.4M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.