VBFP
CAIE

Valtinson Bruner Financial Planning’s Calamos Autocallable Income ETF CAIE Stock Holding History

Valtinson Bruner Financial Planning’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 		$203K Buy
+7,473
New +$201K 0.05% 185

Other funds holding CAIE

CWM
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
PCIA
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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Valtinson Bruner Financial Planning's CAIE Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 7,473 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #185 among its holdings.

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

  • Valtinson Bruner Financial Planning held 7,473 shares of Calamos Autocallable Income ETF worth $203K as of Q2 2026.
  • Calamos Autocallable Income ETF was a new Valtinson Bruner Financial Planning position in Q2 2026.
  • Calamos Autocallable Income ETF made up 0.05% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #185 holding.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.