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 Q2	$494K	Buy	18,168 +3,388	+23%	+$91.2K	0.09%	176
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 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

Garden State Investment Advisory Services's CAIE Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Calamos Autocallable Income ETF (CAIE) stake by 23% in Q2 2026, buying an estimated $91.2K and bringing the position to 18,168 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #176.

Garden State Investment Advisory Services first reported a position in CAIE in Q2 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

Garden State Investment Advisory Services held 18,168 shares of Calamos Autocallable Income ETF worth $494K as of Q2 2026.
Garden State Investment Advisory Services bought 3,388 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $91.2K.
Calamos Autocallable Income ETF made up 0.09% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #176 holding.
Garden State Investment Advisory Services first reported a position in Calamos Autocallable Income ETF in Q2 2025 and has held it in 4 quarters since.
169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.