IAAG
CAIE

Innovative Asset Advisors Group’s Calamos Autocallable Income ETF CAIE Stock Holding History

Innovative Asset Advisors 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
2026
Q2 		$10M Buy
+367,930
New +$9.91M 4.38% 4

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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Innovative Asset Advisors Group's CAIE Position: Q2 2026 in Review

Innovative Asset Advisors Group opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 367,930 shares worth $10M. The stake represents 4.38% of the portfolio and ranks #4 among its holdings.

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

  • Innovative Asset Advisors Group held 367,930 shares of Calamos Autocallable Income ETF worth $10M as of Q2 2026.
  • Calamos Autocallable Income ETF was a new Innovative Asset Advisors Group position in Q2 2026.
  • Calamos Autocallable Income ETF made up 4.38% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #4 holding.
  • 164 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.