KIM
CAIE

Kestra Investment Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Kestra Investment Management’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 		$4.11M Sell
151,202
-16,949
-10% -$456K 0.08% 90
2026
Q1 		$4.23M Buy
+168,151
New +$4.43M 0.07% 79

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 Investment Management's CAIE Position: Q2 2026 in Review

Kestra Investment Management reduced its Calamos Autocallable Income ETF (CAIE) stake by 10% in Q2 2026, selling an estimated $456K and leaving 151,202 shares worth $4.11M. The position accounts for 0.08% of the portfolio, ranked #90.

Kestra Investment Management first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.23M in Q1 2026. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Kestra Investment Management held 151,202 shares of Calamos Autocallable Income ETF worth $4.11M as of Q2 2026.
  • Kestra Investment Management sold 16,949 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $456K.
  • Calamos Autocallable Income ETF made up 0.08% of Kestra Investment Management's portfolio in Q2 2026, its #90 holding.
  • Kestra Investment Management first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Kestra Investment Management's Calamos Autocallable Income ETF position peaked at $4.23M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.