AWM
CAIE

Accurate Wealth Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Accurate Wealth Management’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
Q2 		$420K Buy
15,465
+6,798
+78% +$183K 0.04% 384
2026
Q1 		$223K Buy
+8,667
New +$228K 0.03% 492

Other funds holding CAIE

CWM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Accurate Wealth Management's CAIE Position: Q2 2026 in Review

Accurate Wealth Management increased its Calamos Autocallable Income ETF (CAIE) stake by 78% in Q2 2026, buying an estimated $183K and bringing the position to 15,465 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #384.

Accurate Wealth Management first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Accurate Wealth Management held 15,465 shares of Calamos Autocallable Income ETF worth $420K as of Q2 2026.
  • Accurate Wealth Management bought 6,798 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $183K.
  • Calamos Autocallable Income ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Accurate Wealth Management first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.