CW
CAIE

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

Cornerstone Wealth’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 		$18.7M Buy
+693,536
New +$18.3M 10.51% 1

Other funds holding CAIE

Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.9B AUM 25.59% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.57B AUM 26.04% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $16.2B 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 $13.3B AUM 18.56% 1-Year Est. Return