Envestnet Asset Management
CAIE

Envestnet Asset Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Envestnet Asset Management’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 		$4.84M Buy
177,760
+56,525
+47% +$1.52M ﹤0.01% 2488
2026
Q1 		$3.05M Buy
121,235
+88,756
+273% +$2.34M ﹤0.01% 2694
2025
Q4 		$868K Buy
32,479
+14,032
+76% +$380K ﹤0.01% 3356
2025
Q3 		$507K Buy
+18,447
New +$490K ﹤0.01% 3750

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

Envestnet Asset Management's CAIE Position: Q2 2026 in Review

Envestnet Asset Management increased its Calamos Autocallable Income ETF (CAIE) stake by 47% in Q2 2026, buying an estimated $1.52M and bringing the position to 177,760 shares worth $4.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Envestnet Asset Management first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Envestnet Asset Management held 177,760 shares of Calamos Autocallable Income ETF worth $4.84M as of Q2 2026.
  • Envestnet Asset Management bought 56,525 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $1.52M.
  • Calamos Autocallable Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2488 holding.
  • Envestnet Asset Management first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.