EIP
CAIE

Essential Investment Partners’s Calamos Autocallable Income ETF CAIE Stock Holding History

Essential Investment Partners’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 		$337K Buy
12,390
+1,060
+9% +$28.5K 0.27% 78
2026
Q1 		$285K Buy
11,330
+11,140
+5,863% +$293K 0.26% 75
2025
Q4 		$5.08K Buy
+190
New +$5.14K ﹤0.01% 212

Other funds holding CAIE

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Essential Investment Partners's CAIE Position: Q2 2026 in Review

Essential Investment Partners increased its Calamos Autocallable Income ETF (CAIE) stake by 9.4% in Q2 2026, buying an estimated $28.5K and bringing the position to 12,390 shares worth $337K. The position accounts for 0.27% of the portfolio, ranked #78.

Essential Investment Partners first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Essential Investment Partners held 12,390 shares of Calamos Autocallable Income ETF worth $337K as of Q2 2026.
  • Essential Investment Partners bought 1,060 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $28.5K.
  • Calamos Autocallable Income ETF made up 0.27% of Essential Investment Partners's portfolio in Q2 2026, its #78 holding.
  • Essential Investment Partners first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.