GI
CAIE

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
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

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Gradient Investments's CAIE Position: Q2 2026 in Review

Gradient Investments increased its Calamos Autocallable Income ETF (CAIE) stake by 1.4% in Q2 2026, buying an estimated $113K and bringing the position to 313,587 shares worth $8.53M. The position accounts for 0.12% of the portfolio, ranked #156.

Gradient Investments first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $11M in Q3 2025. 46 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Gradient Investments held 313,587 shares of Calamos Autocallable Income ETF worth $8.53M as of Q2 2026.
  • Gradient Investments bought 4,179 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $113K.
  • Calamos Autocallable Income ETF made up 0.12% of Gradient Investments's portfolio in Q2 2026, its #156 holding.
  • Gradient Investments first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Gradient Investments's Calamos Autocallable Income ETF position peaked at $11M in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.