WAP
CAIE

Wealthcare Advisory Partners’s Calamos Autocallable Income ETF CAIE Stock Holding History

Wealthcare Advisory Partners’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 		$8.03M Buy
294,935
+14,383
+5% +$387K 0.15% 129
2026
Q1 		$7.05M Buy
280,552
+12,640
+5% +$333K 0.14% 138
2025
Q4 		$7.16M Buy
267,912
+16,367
+7% +$443K 0.14% 135
2025
Q3 		$6.91M Buy
+251,545
New +$6.68M 0.14% 130

Other funds holding CAIE

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealthcare Advisory Partners's CAIE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Calamos Autocallable Income ETF (CAIE) stake by 5.1% in Q2 2026, buying an estimated $387K and bringing the position to 294,935 shares worth $8.03M. The position accounts for 0.15% of the portfolio, ranked #129.

Wealthcare Advisory Partners first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Wealthcare Advisory Partners held 294,935 shares of Calamos Autocallable Income ETF worth $8.03M as of Q2 2026.
  • Wealthcare Advisory Partners bought 14,383 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $387K.
  • Calamos Autocallable Income ETF made up 0.15% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #129 holding.
  • Wealthcare Advisory Partners first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.