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
Q2 		$11.2M Sell
413,085
-203,100
-33% -$5.47M 0.01% 885
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

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

Commonwealth Equity Services's CAIE Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Calamos Autocallable Income ETF (CAIE) stake by 33% in Q2 2026, selling an estimated $5.47M and leaving 413,085 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #885.

Commonwealth Equity Services first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.5M in Q1 2026. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Commonwealth Equity Services held 413,085 shares of Calamos Autocallable Income ETF worth $11.2M as of Q2 2026.
  • Commonwealth Equity Services sold 203,100 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $5.47M.
  • Calamos Autocallable Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #885 holding.
  • Commonwealth Equity Services first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Calamos Autocallable Income ETF position peaked at $15.5M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.