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Haven Private’s Calamos Autocallable Income ETF CAIE Stock Holding History

Haven Private’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 		$1.08M Buy
+39,661
New +$1.07M 0.41% 51

Other funds holding CAIE

Calamos Wealth Management
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
Prime Capital Investment Advisors
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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Haven Private's CAIE Position: Q2 2026 in Review

Haven Private opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 39,661 shares worth $1.08M. The stake represents 0.41% of the portfolio and ranks #51 among its holdings.

169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Haven Private held 39,661 shares of Calamos Autocallable Income ETF worth $1.08M as of Q2 2026.
  • Calamos Autocallable Income ETF was a new Haven Private position in Q2 2026.
  • Calamos Autocallable Income ETF made up 0.41% of Haven Private's portfolio in Q2 2026, its #51 holding.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.