Commonwealth Equity Services
CAIE

Commonwealth Equity Services’s Calamos Autocallable Income ETF CAIE Stock Holding History

Commonwealth Equity Services’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 		$15.5M Buy
616,185
+441,181
+252% +$11.6M 0.02% 671
2025
Q4 		$4.68M Buy
175,004
+97,373
+125% +$2.64M 0.01% 1372
2025
Q3 		$2.13M Buy
+77,631
New +$2.06M ﹤0.01% 1945

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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services's CAIE Position: Q1 2026 in Review

Commonwealth Equity Services increased its Calamos Autocallable Income ETF (CAIE) stake by 252% in Q1 2026, buying an estimated $11.6M and bringing the position to 616,185 shares worth $15.5M. The position accounts for 0.02% of the portfolio, ranked #671.

Commonwealth Equity Services first reported a position in CAIE in Q3 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Commonwealth Equity Services held 616,185 shares of Calamos Autocallable Income ETF worth $15.5M as of Q1 2026.
  • Commonwealth Equity Services bought 441,181 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $11.6M.
  • Calamos Autocallable Income ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q1 2026, its #671 holding.
  • Commonwealth Equity Services first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.