Wealth Enhancement Advisory Services’s Calamos Autocallable Income ETF CAIE Stock Holding History

Wealth Enhancement Advisory Services’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	$2.49M	Buy	91,802 +54,626	+147%	+$1.47M	﹤0.01%	1429
2026 Q1	$927K	Buy	37,176 +4,121	+12%	+$109K	﹤0.01%	1861
2025 Q4	$896K	Buy	33,055 +9,079	+38%	+$246K	﹤0.01%	2032
2025 Q3	$656K	Buy	+23,976	New	+$637K	﹤0.01%	2140

Other funds holding CAIE

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

BCM

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

FFA

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

RWA

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

WAP

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

IFG

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

SIS

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

NWMP

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

Wealth Enhancement Advisory Services's CAIE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Calamos Autocallable Income ETF (CAIE) stake by 147% in Q2 2026, buying an estimated $1.47M and bringing the position to 91,802 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Wealth Enhancement Advisory Services first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

Wealth Enhancement Advisory Services held 91,802 shares of Calamos Autocallable Income ETF worth $2.49M as of Q2 2026.
Wealth Enhancement Advisory Services bought 54,626 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $1.47M.
Calamos Autocallable Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1429 holding.
Wealth Enhancement Advisory Services first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.