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Twelve Points Wealth Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Twelve Points Wealth Management’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 		$3.4M Buy
125,120
+21,340
+21% +$575K 0.68% 32
2026
Q1 		$2.61M Buy
103,780
+22,843
+28% +$602K 0.57% 39
2025
Q4 		$2.21M Buy
80,937
+7,166
+10% +$194K 0.5% 43
2025
Q3 		$2.03M Buy
+73,771
New +$1.96M 0.5% 47

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Twelve Points Wealth Management's CAIE Position: Q2 2026 in Review

Twelve Points Wealth Management increased its Calamos Autocallable Income ETF (CAIE) stake by 21% in Q2 2026, buying an estimated $575K and bringing the position to 125,120 shares worth $3.4M. The position accounts for 0.68% of the portfolio, ranked #32.

Twelve Points Wealth Management first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Twelve Points Wealth Management held 125,120 shares of Calamos Autocallable Income ETF worth $3.4M as of Q2 2026.
  • Twelve Points Wealth Management bought 21,340 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $575K.
  • Calamos Autocallable Income ETF made up 0.68% of Twelve Points Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Twelve Points Wealth Management first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.