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Greenline Wealth Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Greenline Wealth Management’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 		– Sell
-4,444
Closed -$119K – 555
2025
Q4 		$119K Buy
+4,444
New +$120K 0.12% 123

Other funds holding CAIE

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greenline Wealth Management's CAIE Position: Q1 2026 in Review

Greenline Wealth Management sold out of Calamos Autocallable Income ETF (CAIE) in Q1 2026, closing a stake of 4,444 shares — an estimated $119K sold.

Greenline Wealth Management first reported a position in CAIE in Q4 2025 and held it in 1 quarter. The position peaked at $119K in Q4 2025. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Greenline Wealth Management reported no remaining Calamos Autocallable Income ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 4,444 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $119K.
  • Greenline Wealth Management first reported a position in Calamos Autocallable Income ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Calamos Autocallable Income ETF position peaked at $119K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.