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

TrueWealth 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	$1.46M	Buy	54,983 +8,041	+17%	+$216K	0.33%	53
2026 Q2	$1.28M	Buy	46,942 +12,521	+36%	+$337K	0.29%	64
2026 Q1	$865K	Buy	34,421 +18,209	+112%	+$480K	0.22%	89
2025 Q4	$434K	Buy	+16,212	New	+$439K	0.11%	150

Other funds holding CAIE

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Menard Financial Group Houston, Texas $202M AUM 29.6% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

TrueWealth Advisors's CAIE Position: Q3 2026 in Review

TrueWealth Advisors increased its Calamos Autocallable Income ETF (CAIE) stake by 17% in Q3 2026, buying an estimated $216K and bringing the position to 54,983 shares worth $1.46M. The position accounts for 0.33% of the portfolio, ranked #53.

TrueWealth Advisors first reported a position in CAIE in Q4 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

TrueWealth Advisors held 54,983 shares of Calamos Autocallable Income ETF worth $1.46M as of Q3 2026.
TrueWealth Advisors bought 8,041 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $216K.
Calamos Autocallable Income ETF made up 0.33% of TrueWealth Advisors's portfolio in Q3 2026, its #53 holding.
TrueWealth Advisors first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 4 quarters since.
196 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.