AE Wealth Management
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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

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Wealth Watch Advisors
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Menard Financial Group
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.9% 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. 171 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.
  • 171 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.