Spinnaker Investment Group’s Calamos Autocallable Income ETF CAIE Stock Holding History

Spinnaker Investment 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 Q3	$214K	Buy	+8,036	New	+$216K	0.03%	170

Other funds holding CAIE

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

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

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Spinnaker Investment Group's CAIE Position: Q3 2026 in Review

Spinnaker Investment Group opened a new position in Calamos Autocallable Income ETF (CAIE) in Q3 2026: 8,036 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #170 among its holdings.

23 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

Spinnaker Investment Group held 8,036 shares of Calamos Autocallable Income ETF worth $214K as of Q3 2026.
Calamos Autocallable Income ETF was a new Spinnaker Investment Group position in Q3 2026.
Calamos Autocallable Income ETF made up 0.03% of Spinnaker Investment Group's portfolio in Q3 2026, its #170 holding.
23 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.