J. M. Brown & Associates’s Calamos Autocallable Income ETF CAIE Stock Holding History

J. M. Brown & Associates’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	$835K	Buy	+30,672	New	+$826K	0.48%	61

Other funds holding CAIE

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

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

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

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

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

J. M. Brown & Associates's CAIE Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 30,672 shares worth $835K. The stake represents 0.48% of the portfolio and ranks #61 among its holdings.

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

J. M. Brown & Associates held 30,672 shares of Calamos Autocallable Income ETF worth $835K as of Q2 2026.
Calamos Autocallable Income ETF was a new J. M. Brown & Associates position in Q2 2026.
Calamos Autocallable Income ETF made up 0.48% of J. M. Brown & Associates's portfolio in Q2 2026, its #61 holding.
164 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.