Allworth Financial
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Allworth Financial’s Calamos Autocallable Income ETF CAIE Stock Holding History

Allworth Financial’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 		$1.28M Buy
47,026
+1,738
+4% +$46.8K 0.01% 658
2026
Q1 		$1.14M Buy
45,288
+10,036
+28% +$264K ﹤0.01% 672
2025
Q4 		$943K Buy
35,252
+17,602
+100% +$477K ﹤0.01% 717
2025
Q3 		$485K Buy
+17,650
New +$469K ﹤0.01% 899

Other funds holding CAIE

Calamos Wealth Management
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
Prime Capital Investment Advisors
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
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 24.89% 1-Year Est. Return

Allworth Financial's CAIE Position: Q2 2026 in Review

Allworth Financial increased its Calamos Autocallable Income ETF (CAIE) stake by 3.8% in Q2 2026, buying an estimated $46.8K and bringing the position to 47,026 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #658.

Allworth Financial first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Allworth Financial held 47,026 shares of Calamos Autocallable Income ETF worth $1.28M as of Q2 2026.
  • Allworth Financial bought 1,738 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $46.8K.
  • Calamos Autocallable Income ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #658 holding.
  • Allworth Financial first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.