CWM
CAIE

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

Calamos 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 		$51.8M Buy
1,904,900
+275,374
+17% +$7.41M 1.56% 14
2026
Q1 		$41M Buy
1,629,526
+675,481
+71% +$17.8M 1.41% 14
2025
Q4 		$25.5M Buy
954,045
+505,270
+113% +$13.7M 0.88% 21
2025
Q3 		$12.3M Buy
+448,775
New +$11.9M 0.44% 54

Other funds holding CAIE

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Calamos Wealth Management increased its Calamos Autocallable Income ETF (CAIE) stake by 17% in Q2 2026, buying an estimated $7.41M and bringing the position to 1,904,900 shares worth $51.8M. The position accounts for 1.56% of the portfolio, ranked #14.

Calamos Wealth Management 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.

  • Calamos Wealth Management held 1,904,900 shares of Calamos Autocallable Income ETF worth $51.8M as of Q2 2026.
  • Calamos Wealth Management bought 275,374 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $7.41M.
  • Calamos Autocallable Income ETF made up 1.56% of Calamos Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Calamos Wealth Management 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 Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.