PFG Advisors
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PFG Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

PFG 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
Q3 		$370K Hold
13,882
– – 0.02% 593
2026
Q2 		$378K Buy
+13,882
New +$374K 0.02% 600

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Pinion Investment Advisors
Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PFG Advisors's CAIE Position: Q3 2026 in Review

PFG Advisors held its Calamos Autocallable Income ETF (CAIE) position steady in Q3 2026 at 13,882 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #593.

PFG Advisors first reported a position in CAIE in Q2 2026 and has held it in 2 quarters since. The position peaked at $378K in Q2 2026. 128 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • PFG Advisors held 13,882 shares of Calamos Autocallable Income ETF worth $370K as of Q3 2026.
  • PFG Advisors left its Calamos Autocallable Income ETF share count unchanged in Q3 2026.
  • Calamos Autocallable Income ETF made up 0.02% of PFG Advisors's portfolio in Q3 2026, its #593 holding.
  • PFG Advisors first reported a position in Calamos Autocallable Income ETF in Q2 2026 and has held it in 2 quarters since.
  • PFG Advisors's Calamos Autocallable Income ETF position peaked at $378K in Q2 2026.
  • 128 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.