Essex Financial Services’s Calamos Autocallable Income ETF CAIE Stock Holding History

Essex Financial Services’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	$440K	Buy	+16,180	New	+$436K	0.02%	516

Other funds holding CAIE

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

MFG

Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Essex Financial Services's CAIE Position: Q2 2026 in Review

Essex Financial Services opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 16,180 shares worth $440K. The stake represents 0.02% of the portfolio and ranks #516 among its holdings.

169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

Essex Financial Services held 16,180 shares of Calamos Autocallable Income ETF worth $440K as of Q2 2026.
Calamos Autocallable Income ETF was a new Essex Financial Services position in Q2 2026.
Calamos Autocallable Income ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #516 holding.
169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.