HI
CAIE

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

Harbour 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 		$31.6K Sell
1,161
-32,745
-97% -$882K ﹤0.01% 2670
2026
Q1 		$852K Sell
33,906
-63,911
-65% -$1.68M 0.01% 826
2025
Q4 		$2.62M Buy
97,817
+18,699
+24% +$506K 0.05% 321
2025
Q3 		$2.17M Buy
+79,118
New +$2.1M 0.05% 328

Other funds holding CAIE

CWM
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
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Harbour Investments's CAIE Position: Q2 2026 in Review

Harbour Investments reduced its Calamos Autocallable Income ETF (CAIE) stake by 97% in Q2 2026, selling an estimated $882K and leaving 1,161 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Harbour Investments first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.62M in Q4 2025. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Harbour Investments held 1,161 shares of Calamos Autocallable Income ETF worth $31.6K as of Q2 2026.
  • Harbour Investments sold 32,745 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $882K.
  • Calamos Autocallable Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2670 holding.
  • Harbour Investments first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Harbour Investments's Calamos Autocallable Income ETF position peaked at $2.62M in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.