GFG
CAIE

Greenberg Financial Group’s Calamos Autocallable Income ETF CAIE Stock Holding History

Greenberg Financial Group’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
2025
Q2 		$2.86M Buy
+105,025
New +$2.66M 1.06% 18

Other funds holding CAIE

GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Greenberg Financial Group's CAIE Position: Q2 2025 in Review

Greenberg Financial Group opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2025: 105,025 shares worth $2.86M. The stake represents 1.06% of the portfolio and ranks #18 among its holdings.

5 funds tracked by Wall St. Rank hold CAIE as of Q2 2025.

  • Greenberg Financial Group held 105,025 shares of Calamos Autocallable Income ETF worth $2.86M as of Q2 2025.
  • Calamos Autocallable Income ETF was a new Greenberg Financial Group position in Q2 2025.
  • Calamos Autocallable Income ETF made up 1.06% of Greenberg Financial Group's portfolio in Q2 2025, its #18 holding.
  • 5 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2025.

Based on Greenberg Financial Group's 13F filing for Q2 2025, filed 15 Jul 2026.