Valley Wealth Managers’s Calamos Autocallable Income ETF CAIE Stock Holding History

Valley Wealth Managers’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	$24K	Buy	+900	New	+$24.2K	﹤0.01%	255

Other funds holding CAIE

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 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

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 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 33.51% 1-Year Est. Return

Valley Wealth Managers's CAIE Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in Calamos Autocallable Income ETF (CAIE) in Q3 2026: 900 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #255 among its holdings.

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

Valley Wealth Managers held 900 shares of Calamos Autocallable Income ETF worth $24K as of Q3 2026.
Calamos Autocallable Income ETF was a new Valley Wealth Managers position in Q3 2026.
Calamos Autocallable Income ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #255 holding.
75 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.