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Clear Creek Financial Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Clear Creek Financial 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 		$1.27M Buy
46,764
+34
+0.1% +$915 0.08% 243
2026
Q1 		$1.17M Buy
46,730
+21,735
+87% +$572K 0.09% 228
2025
Q4 		$668K Buy
+24,995
New +$677K 0.05% 312

Other funds holding CAIE

Calamos Wealth Management
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
Prime Capital Investment Advisors
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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Clear Creek Financial Management's CAIE Position: Q2 2026 in Review

Clear Creek Financial Management increased its Calamos Autocallable Income ETF (CAIE) stake by 0.07% in Q2 2026, buying an estimated $915 and bringing the position to 46,764 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #243.

Clear Creek Financial Management first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Clear Creek Financial Management held 46,764 shares of Calamos Autocallable Income ETF worth $1.27M as of Q2 2026.
  • Clear Creek Financial Management bought 34 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $915.
  • Calamos Autocallable Income ETF made up 0.08% of Clear Creek Financial Management's portfolio in Q2 2026, its #243 holding.
  • Clear Creek Financial Management first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.