AWM
CAIE

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

AE 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 		– Sell
-8,858
Closed -$223K – 2821
2026
Q1 		$223K Buy
+8,858
New +$233K ﹤0.01% 1549

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

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

AE Wealth Management sold out of Calamos Autocallable Income ETF (CAIE) in Q2 2026, closing a stake of 8,858 shares — an estimated $223K sold.

AE Wealth Management first reported a position in CAIE in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • AE Wealth Management reported no remaining Calamos Autocallable Income ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 8,858 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $223K.
  • AE Wealth Management first reported a position in Calamos Autocallable Income ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Calamos Autocallable Income ETF position peaked at $223K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.