Kingswood Wealth Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

Kingswood Wealth Advisors’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	$495K	Buy	+19,693	New	+$519K	0.02%	554

Other funds holding CAIE

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

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

Cornerstone Wealth Greeneville, Tennessee $178M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kingswood Wealth Advisors's CAIE Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in Calamos Autocallable Income ETF (CAIE) in Q1 2026: 19,693 shares worth $495K. The stake represents 0.02% of the portfolio and ranks #554 among its holdings.

147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

Kingswood Wealth Advisors held 19,693 shares of Calamos Autocallable Income ETF worth $495K as of Q1 2026.
Calamos Autocallable Income ETF was a new Kingswood Wealth Advisors position in Q1 2026.
Calamos Autocallable Income ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #554 holding.
147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.