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CAIE

Calamos Autocallable Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Calamos Wealth Management
Illinois
$25.5M +$13.7M +505,270 +113%
WWA
2
Wealth Watch Advisors
Colorado
$22.2M +$3.1M +114,362 +16%
VA
3
VestGen Advisors
Illinois
$19.4M +$19.6M +725,554 New
RWA
4
Redhawk Wealth Advisors
Minnesota
$13.2M +$9.14M +337,483 +217%
GI
5
Gradient Investments
Minnesota
$10.9M +$123K +4,544 +1%
WA
6
Waverly Advisors
Alabama
$9.64M +$360K +13,277 +4%
UCFA
7
United Capital Financial Advisors
Texas
$8.96M +$9.07M +334,950 New
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$7.16M +$443K +16,367 +7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.56M +$4.92M +181,858 +286%
FFA
10
Farther Finance Advisors
California
$6.45M +$6.53M +241,203 New
BCM
11
Brookstone Capital Management
Illinois
$5.96M +$4.73M +174,491 +361%
IFPG
12
Intrepid Financial Planning Group
Indiana
$5.61M +$1.55M +57,392 +38%
PIA
13
Pinion Investment Advisors
Kansas
$5.54M +$3.18M +117,379 +130%
PCIA
14
Prime Capital Investment Advisors
Kansas
$5.11M +$4.39M +162,008 +555%
IFWM
15
Institute for Wealth Management
Colorado
$4.74M +$2.96M +109,445 +161%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.68M +$2.64M +97,373 +125%
SB
17
Strategic Blueprint
Georgia
$4.5M +$1.7M +62,931 +60%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.39M +$4.45M +164,277 New
CPIG
19
Chicago Partners Investment Group
Illinois
$4.21M +$2.17M +80,178 +105%
NWMP
20
Noble Wealth Management PBC
Colorado
$4.21M +$1.28M +47,135 +43%
MFA
21
Millington Financial Advisors
Illinois
$4.18M +$1.7M +62,776 +67%
SPIA
22
Steward Partners Investment Advisory
New York
$4.12M +$1.81M +66,916 +77%
GA
23
GoalVest Advisory
New York
$3.37M +$2.82M +104,149 +474%
BAM
24
BOS Asset Management
Illinois
$3.29M +$1.02M +37,786 +44%
KPWS
25
Kestra Private Wealth Services
Texas
$3.13M +$2.37M +87,564 +296%