Gradient Investments
CAIE icon

Gradient Investments’s Calamos Autocallable Income ETF CAIE Stock Holding History

Gradient Investments’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
Q3 		$8.12M Sell
305,117
-8,470
-3% -$228K 0.12% 157
2026
Q2 		$8.53M Buy
313,587
+4,179
+1% +$113K 0.12% 156
2026
Q1 		$7.78M Sell
309,408
-96,529
-24% -$2.54M 0.12% 157
2025
Q4 		$10.9M Buy
405,937
+4,544
+1% +$123K 0.17% 154
2025
Q3 		$11M Buy
+401,393
New +$10.7M 0.18% 147

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Pinion Investment Advisors
Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gradient Investments's CAIE Position: Q3 2026 in Review

Gradient Investments reduced its Calamos Autocallable Income ETF (CAIE) stake by 2.7% in Q3 2026, selling an estimated $228K and leaving 305,117 shares worth $8.12M. The position accounts for 0.12% of the portfolio, ranked #157.

Gradient Investments first reported a position in CAIE in Q3 2025 and has held it in 5 quarters since. The position peaked at $11M in Q3 2025. 144 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Gradient Investments held 305,117 shares of Calamos Autocallable Income ETF worth $8.12M as of Q3 2026.
  • Gradient Investments sold 8,470 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $228K.
  • Calamos Autocallable Income ETF made up 0.12% of Gradient Investments's portfolio in Q3 2026, its #157 holding.
  • Gradient Investments first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Gradient Investments's Calamos Autocallable Income ETF position peaked at $11M in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.