Cetera Investment Advisers
CAIE

Cetera Investment Advisers’s Calamos Autocallable Income ETF CAIE Stock Holding History

Cetera Investment Advisers’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 		$670K Sell
24,612
-58,418
-70% -$1.57M ﹤0.01% 3418
2026
Q1 		$2.09M Sell
83,030
-3,231
-4% -$85.1K ﹤0.01% 2246
2025
Q4 		$2.31M Buy
86,261
+1,494
+2% +$40.5K ﹤0.01% 2086
2025
Q3 		$2.33M Buy
+84,767
New +$2.25M ﹤0.01% 2044

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

Cetera Investment Advisers's CAIE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Calamos Autocallable Income ETF (CAIE) stake by 70% in Q2 2026, selling an estimated $1.57M and leaving 24,612 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

Cetera Investment Advisers first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.33M in Q3 2025. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Cetera Investment Advisers held 24,612 shares of Calamos Autocallable Income ETF worth $670K as of Q2 2026.
  • Cetera Investment Advisers sold 58,418 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $1.57M.
  • Calamos Autocallable Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3418 holding.
  • Cetera Investment Advisers first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Calamos Autocallable Income ETF position peaked at $2.33M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.