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CAIE

Calamos Autocallable Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1
Wealth Watch Advisors
Colorado
$19.7M +$19M +716,519 New
CWM
2
Calamos Wealth Management
Illinois
$12.3M +$11.9M +448,775 New
GI
3
Gradient Investments
Minnesota
$11M +$10.7M +401,393 New
WA
4
Waverly Advisors
Alabama
$9.54M +$9.23M +347,265 New
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$6.91M +$6.68M +251,545 New
FWM
6
Fortress Wealth Management
California
$5.59M +$5.41M +203,465 New
RWA
7
Redhawk Wealth Advisors
Minnesota
$4.26M +$4.12M +155,194 New
IFPG
8
Intrepid Financial Planning Group
Indiana
$4.19M +$4.05M +152,536 New
IWC
9
Integrated Wealth Concepts
Massachusetts
$3.08M +$2.98M +112,214 New
NWMP
10
Noble Wealth Management PBC
Colorado
$3.03M +$2.93M +110,169 New
SB
11
Strategic Blueprint
Georgia
$2.89M +$2.8M +105,220 New
CA
12
Corrado Advisors
New Jersey
$2.83M +$2.73M +102,842 New
MFA
13
Millington Financial Advisors
Illinois
$2.51M +$2.48M +93,226 New
PIA
14
Pinion Investment Advisors
Kansas
$2.46M +$2.39M +89,948 New
SPIA
15
Steward Partners Investment Advisory
New York
$2.4M +$2.32M +87,181 +87,181%
BAM
16
BOS Asset Management
Illinois
$2.35M +$2.27M +85,425 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.33M +$2.25M +84,767 New
HI
18
Harbour Investments
Wisconsin
$2.17M +$2.1M +79,118 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.13M +$2.06M +77,631 New
CPIG
20
Chicago Partners Investment Group
Illinois
$2.09M +$2.02M +76,090 New
TPWM
21
Twelve Points Wealth Management
Massachusetts
$2.03M +$1.96M +73,771 New
WFA
22
WMG Financial Advisors
Tennessee
$2.01M +$1.94M +73,210 New
IFWM
23
Institute for Wealth Management
Colorado
$1.87M +$1.8M +67,893 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.75M +$1.69M +63,596 New
SF
25
Summit Financial
New Jersey
$1.63M +$1.57M +59,175 New