SIS
CAIE

Sound Income Strategies’s Calamos Autocallable Income ETF CAIE Stock Holding History

Sound Income 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
Q2 		$3.27M Buy
120,321
+17,605
+17% +$474K 0.15% 137
2026
Q1 		$2.56M Buy
102,716
+16,462
+19% +$434K 0.12% 136
2025
Q4 		$2.33M Buy
+86,254
New +$2.34M 0.11% 135

Other funds holding CAIE

CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Sound Income Strategies's CAIE Position: Q2 2026 in Review

Sound Income Strategies increased its Calamos Autocallable Income ETF (CAIE) stake by 17% in Q2 2026, buying an estimated $474K and bringing the position to 120,321 shares worth $3.27M. The position accounts for 0.15% of the portfolio, ranked #137.

Sound Income Strategies first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Sound Income Strategies held 120,321 shares of Calamos Autocallable Income ETF worth $3.27M as of Q2 2026.
  • Sound Income Strategies bought 17,605 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $474K.
  • Calamos Autocallable Income ETF made up 0.15% of Sound Income Strategies's portfolio in Q2 2026, its #137 holding.
  • Sound Income Strategies first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.