Insigneo Advisory Services’s Calamos Autocallable Income ETF CAIE Stock Holding History

Insigneo Advisory Services’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	$3.17M	Buy	116,643 +27,402	+31%	+$738K	0.12%	123
2026 Q1	$2.24M	Buy	89,241 +21,916	+33%	+$577K	0.16%	120
2025 Q4	$1.8M	Buy	67,325 +36,652	+119%	+$993K	0.13%	136
2025 Q3	$843K	Buy	+30,673	New	+$815K	0.06%	241

Other funds holding CAIE

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

MFG

Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Insigneo Advisory Services's CAIE Position: Q2 2026 in Review

Insigneo Advisory Services increased its Calamos Autocallable Income ETF (CAIE) stake by 31% in Q2 2026, buying an estimated $738K and bringing the position to 116,643 shares worth $3.17M. The position accounts for 0.12% of the portfolio, ranked #123.

Insigneo Advisory Services first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

Insigneo Advisory Services held 116,643 shares of Calamos Autocallable Income ETF worth $3.17M as of Q2 2026.
Insigneo Advisory Services bought 27,402 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $738K.
Calamos Autocallable Income ETF made up 0.12% of Insigneo Advisory Services's portfolio in Q2 2026, its #123 holding.
Insigneo Advisory Services first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.