Janney Montgomery Scott
CAIE

Janney Montgomery Scott’s Calamos Autocallable Income ETF CAIE Stock Holding History

Janney Montgomery Scott’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 		$1.11M Buy
40,862
+26,560
+186% +$715K ﹤0.01% 1859
2026
Q1 		$360K Buy
14,302
+2,006
+16% +$52.8K ﹤0.01% 2263
2025
Q4 		$329K Buy
+12,296
New +$333K ﹤0.01% 2495

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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Janney Montgomery Scott's CAIE Position: Q2 2026 in Review

Janney Montgomery Scott increased its Calamos Autocallable Income ETF (CAIE) stake by 186% in Q2 2026, buying an estimated $715K and bringing the position to 40,862 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Janney Montgomery Scott first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Janney Montgomery Scott held 40,862 shares of Calamos Autocallable Income ETF worth $1.11M as of Q2 2026.
  • Janney Montgomery Scott bought 26,560 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $715K.
  • Calamos Autocallable Income ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1859 holding.
  • Janney Montgomery Scott first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.