CreativeOne Wealth
CAIE icon

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

CreativeOne 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
Q2 		$361K Buy
13,277
+1,359
+11% +$36.6K 0.01% 915
2026
Q1 		$300K Buy
+11,918
New +$314K 0.01% 979

Other funds holding CAIE

Calamos Wealth Management
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
Prime Capital Investment Advisors
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
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

CreativeOne Wealth's CAIE Position: Q2 2026 in Review

CreativeOne Wealth increased its Calamos Autocallable Income ETF (CAIE) stake by 11% in Q2 2026, buying an estimated $36.6K and bringing the position to 13,277 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #915.

CreativeOne Wealth first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • CreativeOne Wealth held 13,277 shares of Calamos Autocallable Income ETF worth $361K as of Q2 2026.
  • CreativeOne Wealth bought 1,359 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $36.6K.
  • Calamos Autocallable Income ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #915 holding.
  • CreativeOne Wealth first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.