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Astoria Portfolio Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

Astoria Portfolio Advisors’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 		$417K Buy
15,312
+132
+0.9% +$3.55K 0.07% 217
2026
Q1 		$412K Buy
15,180
+6,151
+68% +$162K 0.09% 170
2025
Q4 		$239K Buy
+9,029
New +$245K 0.05% 247

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

Astoria Portfolio Advisors's CAIE Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Calamos Autocallable Income ETF (CAIE) stake by 0.87% in Q2 2026, buying an estimated $3.55K and bringing the position to 15,312 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #217.

Astoria Portfolio Advisors first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Astoria Portfolio Advisors held 15,312 shares of Calamos Autocallable Income ETF worth $417K as of Q2 2026.
  • Astoria Portfolio Advisors bought 132 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $3.55K.
  • Calamos Autocallable Income ETF made up 0.07% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #217 holding.
  • Astoria Portfolio Advisors first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.