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WMG Financial Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

WMG Financial Advisors’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
2025
Q4 		– Sell
-73,210
Closed -$2.01M – 219
2025
Q3 		$2.01M Buy
+73,210
New +$1.94M 0.67% 31

Other funds holding CAIE

Calamos Wealth Management
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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMG Financial Advisors's CAIE Position: Q4 2025 in Review

WMG Financial Advisors sold out of Calamos Autocallable Income ETF (CAIE) in Q4 2025, closing a stake of 73,210 shares — an estimated $2.01M sold.

WMG Financial Advisors first reported a position in CAIE in Q3 2025 and held it in 1 quarter. The position peaked at $2.01M in Q3 2025. 105 funds tracked by Wall St. Rank hold CAIE as of Q4 2025.

  • WMG Financial Advisors reported no remaining Calamos Autocallable Income ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 73,210 Calamos Autocallable Income ETF shares in Q4 2025, an estimated $2.01M.
  • WMG Financial Advisors first reported a position in Calamos Autocallable Income ETF in Q3 2025 and held it in 1 quarter.
  • WMG Financial Advisors's Calamos Autocallable Income ETF position peaked at $2.01M in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.