J. M. Brown & Associates Inc.’s Calamos Autocallable Income ETF CAIE Stock Holding History

J. M. Brown & Associates Inc.’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	$835K	Buy	+30,672	New	+$826K	0.48%	61

Other funds holding CAIE

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

J. M. Brown & Associates Inc.'s CAIE Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 30,672 shares worth $835K. The stake represents 0.48% of the portfolio and ranks #61 among its holdings.

46 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

J. M. Brown & Associates Inc. held 30,672 shares of Calamos Autocallable Income ETF worth $835K as of Q2 2026.
Calamos Autocallable Income ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Calamos Autocallable Income ETF made up 0.48% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #61 holding.
46 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.