NWWA
CAIE

New Wave Wealth Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

New Wave Wealth 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
Q2 		$2.86M Buy
104,946
+31,493
+43% +$848K 0.78% 32
2026
Q1 		$1.85M Buy
73,453
+26,588
+57% +$700K 0.64% 35
2025
Q4 		$1.25M Buy
46,865
+22,826
+95% +$618K 0.46% 45
2025
Q3 		$660K Buy
+24,039
New +$639K 0.26% 71

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

New Wave Wealth Advisors's CAIE Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Calamos Autocallable Income ETF (CAIE) stake by 43% in Q2 2026, buying an estimated $848K and bringing the position to 104,946 shares worth $2.86M. The position accounts for 0.78% of the portfolio, ranked #32.

New Wave Wealth Advisors 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.

  • New Wave Wealth Advisors held 104,946 shares of Calamos Autocallable Income ETF worth $2.86M as of Q2 2026.
  • New Wave Wealth Advisors bought 31,493 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $848K.
  • Calamos Autocallable Income ETF made up 0.78% of New Wave Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • New Wave Wealth Advisors 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 New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.