CALAMOS ETF TR

Ticker: CAIE CUSIP: 12811T571 Class: AUTOCALLABLE INC

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 177,338 Value ($000) $4,742 Avg Close — Range —
Q3 2025
Shares 67,893 Value ($000) $1,865 Avg Close — Range —