Winnow Wealth
CAIE icon

Winnow Wealth’s Calamos Autocallable Income ETF CAIE Stock Holding History

Winnow Wealth’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 		$2.04M Buy
76,576
+49,716
+185% +$1.34M 1.35% 13
2026
Q2 		$731K Buy
26,860
+10,182
+61% +$274K 0.5% 70
2026
Q1 		$419K Buy
+16,678
New +$439K 0.32% 83

Other funds holding CAIE

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GoalVest Advisory
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Winnow Wealth's CAIE Position: Q3 2026 in Review

Winnow Wealth increased its Calamos Autocallable Income ETF (CAIE) stake by 185% in Q3 2026, buying an estimated $1.34M and bringing the position to 76,576 shares worth $2.04M. The position accounts for 1.35% of the portfolio, ranked #13.

Winnow Wealth first reported a position in CAIE in Q1 2026 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Winnow Wealth held 76,576 shares of Calamos Autocallable Income ETF worth $2.04M as of Q3 2026.
  • Winnow Wealth bought 49,716 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $1.34M.
  • Calamos Autocallable Income ETF made up 1.35% of Winnow Wealth's portfolio in Q3 2026, its #13 holding.
  • Winnow Wealth first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.