BAM
CAIE

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

BOS 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 		– Sell
-153,676
Closed -$3.86M – 223
2026
Q1 		$3.86M Buy
153,676
+30,465
+25% +$802K 0.99% 29
2025
Q4 		$3.29M Buy
123,211
+37,786
+44% +$1.02M 0.88% 32
2025
Q3 		$2.35M Buy
+85,425
New +$2.27M 0.66% 36

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

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

BOS Asset Management sold out of Calamos Autocallable Income ETF (CAIE) in Q2 2026, closing a stake of 153,676 shares — an estimated $3.86M sold.

BOS Asset Management first reported a position in CAIE in Q3 2025 and held it in 3 quarters. The position peaked at $3.86M in Q1 2026. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • BOS Asset Management reported no remaining Calamos Autocallable Income ETF position as of Q2 2026 after selling out during the quarter.
  • BOS Asset Management sold 153,676 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $3.86M.
  • BOS Asset Management first reported a position in Calamos Autocallable Income ETF in Q3 2025 and held it in 3 quarters.
  • BOS Asset Management's Calamos Autocallable Income ETF position peaked at $3.86M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

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