IWC
CAIE

Integrated Wealth Concepts’s Calamos Autocallable Income ETF CAIE Stock Holding History

Integrated Wealth Concepts’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 		$686K Buy
+27,276
New +$718K 0.01% 1346
2025
Q4 		– Sell
-112,214
Closed -$3.08M – 2090
2025
Q3 		$3.08M Buy
+112,214
New +$2.98M 0.03% 524

Other funds holding CAIE

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Integrated Wealth Concepts's CAIE Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Calamos Autocallable Income ETF (CAIE) in Q1 2026: 27,276 shares worth $686K. The stake represents 0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CAIE as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CAIE in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.08M in Q3 2025. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Integrated Wealth Concepts held 27,276 shares of Calamos Autocallable Income ETF worth $686K as of Q1 2026.
  • Calamos Autocallable Income ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Calamos Autocallable Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1346 holding.
  • Integrated Wealth Concepts first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Calamos Autocallable Income ETF position peaked at $3.08M in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.