AWM
CAIE

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

Axxcess 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 		$446K Sell
16,400
-6,415
-28% -$173K 0.01% 749
2026
Q1 		$574K Sell
22,815
-16,858
-42% -$444K 0.02% 289
2025
Q4 		$1.06M Buy
+39,673
New +$1.07M 0.02% 499

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

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

Axxcess Wealth Management reduced its Calamos Autocallable Income ETF (CAIE) stake by 28% in Q2 2026, selling an estimated $173K and leaving 16,400 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #749.

Axxcess Wealth Management first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Axxcess Wealth Management held 16,400 shares of Calamos Autocallable Income ETF worth $446K as of Q2 2026.
  • Axxcess Wealth Management sold 6,415 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $173K.
  • Calamos Autocallable Income ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #749 holding.
  • Axxcess Wealth Management first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Axxcess Wealth Management's Calamos Autocallable Income ETF position peaked at $1.06M in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.