Garden State Investment Advisory Services’s Calamos Autocallable Income ETF CAIE Stock Holding History

Garden State Investment Advisory 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 Q1	$372K	Buy	14,780 +609	+4%	+$16K	0.08%	198
2025 Q4	$379K	Buy	+14,171	New	+$384K	0.08%	196
2025 Q3	–	Sell	-17,565	Closed	-$451K	–	355
2025 Q2	$451K	Buy	+17,565	New	+$445K	0.11%	164

Other funds holding CAIE

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

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

Cornerstone Wealth Greeneville, Tennessee $178M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Garden State Investment Advisory Services's CAIE Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Calamos Autocallable Income ETF (CAIE) stake by 4.3% in Q1 2026, buying an estimated $16K and bringing the position to 14,780 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #198.

Garden State Investment Advisory Services first reported a position in CAIE in Q2 2025 and has held it in 3 quarters since. The position peaked at $451K in Q2 2025. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

Garden State Investment Advisory Services held 14,780 shares of Calamos Autocallable Income ETF worth $372K as of Q1 2026.
Garden State Investment Advisory Services bought 609 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $16K.
Calamos Autocallable Income ETF made up 0.08% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #198 holding.
Garden State Investment Advisory Services first reported a position in Calamos Autocallable Income ETF in Q2 2025 and has held it in 3 quarters since.
Garden State Investment Advisory Services's Calamos Autocallable Income ETF position peaked at $451K in Q2 2025.
147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.