Noble Wealth Management PBC’s Calamos Autocallable Income ETF CAIE Stock Holding History

Noble Wealth Management PBC’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	$407K	Sell	15,298 -101,005	-87%	-$2.72M	0.18%	114
2026 Q2	$3.16M	Sell	116,303 -25,768	-18%	-$694K	1.42%	17
2026 Q1	$3.57M	Sell	142,071 -15,233	-10%	-$401K	1.8%	12
2025 Q4	$4.21M	Buy	157,304 +47,135	+43%	+$1.28M	2.11%	9
2025 Q3	$3.03M	Buy	+110,169	New	+$2.93M	1.61%	15

Other funds holding CAIE

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 Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

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

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

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Noble Wealth Management PBC's CAIE Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Calamos Autocallable Income ETF (CAIE) stake by 87% in Q3 2026, selling an estimated $2.72M and leaving 15,298 shares worth $407K. The position accounts for 0.18% of the portfolio, ranked #114.

Noble Wealth Management PBC first reported a position in CAIE in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.21M in Q4 2025. 34 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

Noble Wealth Management PBC held 15,298 shares of Calamos Autocallable Income ETF worth $407K as of Q3 2026.
Noble Wealth Management PBC sold 101,005 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $2.72M.
Calamos Autocallable Income ETF made up 0.18% of Noble Wealth Management PBC's portfolio in Q3 2026, its #114 holding.
Noble Wealth Management PBC first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 5 quarters since.
Noble Wealth Management PBC's Calamos Autocallable Income ETF position peaked at $4.21M in Q4 2025.
34 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.