KAS
CAIE

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

Kestra 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 		$6.71M Buy
246,477
+107,164
+77% +$2.89M 0.02% 688
2026
Q1 		$3.5M Buy
139,313
+36,985
+36% +$974K 0.01% 983
2025
Q4 		$2.74M Buy
102,328
+61,332
+150% +$1.66M 0.01% 1040
2025
Q3 		$1.13M Buy
+40,996
New +$1.09M 0.01% 1504

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

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

Kestra Advisory Services increased its Calamos Autocallable Income ETF (CAIE) stake by 77% in Q2 2026, buying an estimated $2.89M and bringing the position to 246,477 shares worth $6.71M. The position accounts for 0.02% of the portfolio, ranked #688.

Kestra 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.

  • Kestra Advisory Services held 246,477 shares of Calamos Autocallable Income ETF worth $6.71M as of Q2 2026.
  • Kestra Advisory Services bought 107,164 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $2.89M.
  • Calamos Autocallable Income ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #688 holding.
  • Kestra 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.