Cambridge Investment Research Advisors
CAIE

Cambridge Investment Research Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

Cambridge Investment Research 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 		$14.3M Buy
526,537
+61,291
+13% +$1.65M 0.03% 509
2026
Q1 		$11.7M Buy
465,246
+219,792
+90% +$5.79M 0.03% 556
2025
Q4 		$6.56M Buy
245,454
+181,858
+286% +$4.92M 0.02% 782
2025
Q3 		$1.75M Buy
+63,596
New +$1.69M ﹤0.01% 1601

Other funds holding CAIE

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Cambridge Investment Research Advisors's CAIE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Calamos Autocallable Income ETF (CAIE) stake by 13% in Q2 2026, buying an estimated $1.65M and bringing the position to 526,537 shares worth $14.3M. The position accounts for 0.03% of the portfolio, ranked #509.

Cambridge Investment Research Advisors first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Cambridge Investment Research Advisors held 526,537 shares of Calamos Autocallable Income ETF worth $14.3M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 61,291 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $1.65M.
  • Calamos Autocallable Income ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #509 holding.
  • Cambridge Investment Research Advisors first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.