IFPG
CAIE

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

Intrepid Financial Planning 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
Q2 		$11M Buy
404,833
+99,949
+33% +$2.69M 3.74% 5
2026
Q1 		$7.66M Buy
304,884
+94,956
+45% +$2.5M 3.09% 8
2025
Q4 		$5.61M Buy
209,928
+57,392
+38% +$1.55M 2.13% 14
2025
Q3 		$4.19M Buy
+152,536
New +$4.05M 1.6% 16

Other funds holding CAIE

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Intrepid Financial Planning Group's CAIE Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Calamos Autocallable Income ETF (CAIE) stake by 33% in Q2 2026, buying an estimated $2.69M and bringing the position to 404,833 shares worth $11M. The position accounts for 3.74% of the portfolio, ranked #5.

Intrepid Financial Planning Group first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Intrepid Financial Planning Group held 404,833 shares of Calamos Autocallable Income ETF worth $11M as of Q2 2026.
  • Intrepid Financial Planning Group bought 99,949 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $2.69M.
  • Calamos Autocallable Income ETF made up 3.74% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #5 holding.
  • Intrepid Financial Planning Group first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.