CWM
CAIE

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

Collaborative 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
Q1 		– Sell
-9,796
Closed -$262K – 249
2025
Q4 		$262K Buy
9,796
+2,225
+29% +$60.3K 0.09% 185
2025
Q3 		$208K Buy
+7,571
New +$201K 0.08% 181

Other funds holding CAIE

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Collaborative Wealth Management's CAIE Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Calamos Autocallable Income ETF (CAIE) in Q1 2026, closing a stake of 9,796 shares — an estimated $262K sold.

Collaborative Wealth Management first reported a position in CAIE in Q3 2025 and held it in 2 quarters. The position peaked at $262K in Q4 2025. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Calamos Autocallable Income ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 9,796 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $262K.
  • Collaborative Wealth Management first reported a position in Calamos Autocallable Income ETF in Q3 2025 and held it in 2 quarters.
  • Collaborative Wealth Management's Calamos Autocallable Income ETF position peaked at $262K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.