BAM
CAIE

Belpointe Asset Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Belpointe Asset 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 		$1.86M Buy
68,480
+36,570
+115% +$985K 0.06% 294
2026
Q1 		$802K Buy
+31,910
New +$840K 0.03% 532

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

Belpointe Asset Management's CAIE Position: Q2 2026 in Review

Belpointe Asset Management increased its Calamos Autocallable Income ETF (CAIE) stake by 115% in Q2 2026, buying an estimated $985K and bringing the position to 68,480 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #294.

Belpointe Asset Management first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Belpointe Asset Management held 68,480 shares of Calamos Autocallable Income ETF worth $1.86M as of Q2 2026.
  • Belpointe Asset Management bought 36,570 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $985K.
  • Calamos Autocallable Income ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #294 holding.
  • Belpointe Asset Management first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.