Family Office Research’s Calamos Autocallable Income ETF CAIE Stock Holding History

Family Office Research’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	$274K	Buy	+10,064	New	+$271K	0.1%	69

Other funds holding CAIE

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Family Office Research's CAIE Position: Q2 2026 in Review

Family Office Research opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 10,064 shares worth $274K. The stake represents 0.1% of the portfolio and ranks #69 among its holdings.

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

Family Office Research held 10,064 shares of Calamos Autocallable Income ETF worth $274K as of Q2 2026.
Calamos Autocallable Income ETF was a new Family Office Research position in Q2 2026.
Calamos Autocallable Income ETF made up 0.1% of Family Office Research's portfolio in Q2 2026, its #69 holding.
111 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.