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
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

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $16.3B 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

Envestnet Asset Management's CAIE Position: Q1 2026 in Review

Envestnet Asset Management increased its Calamos Autocallable Income ETF (CAIE) stake by 273% in Q1 2026, buying an estimated $2.34M and bringing the position to 121,235 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Envestnet Asset Management first reported a position in CAIE in Q3 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Envestnet Asset Management held 121,235 shares of Calamos Autocallable Income ETF worth $3.05M as of Q1 2026.
  • Envestnet Asset Management bought 88,756 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $2.34M.
  • Calamos Autocallable Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2694 holding.
  • Envestnet Asset Management first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.