Cornerstone Wealth Group
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Cornerstone Wealth Group’s Calamos Autocallable Income ETF CAIE Stock Holding History

Cornerstone Wealth Group’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 		$5.95M Buy
218,798
+3,749
+2% +$101K 0.35% 80
2026
Q1 		$5.72M Buy
+215,049
New +$5.66M 0.37% 77

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Wealth Watch Advisors
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VestGen Advisors
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
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Menard Financial Group
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Strategic Blueprint
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

Cornerstone Wealth Group's CAIE Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Calamos Autocallable Income ETF (CAIE) stake by 1.7% in Q2 2026, buying an estimated $101K and bringing the position to 218,798 shares worth $5.95M. The position accounts for 0.35% of the portfolio, ranked #80.

Cornerstone Wealth Group first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Cornerstone Wealth Group held 218,798 shares of Calamos Autocallable Income ETF worth $5.95M as of Q2 2026.
  • Cornerstone Wealth Group bought 3,749 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $101K.
  • Calamos Autocallable Income ETF made up 0.35% of Cornerstone Wealth Group's portfolio in Q2 2026, its #80 holding.
  • Cornerstone Wealth Group first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.