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Laurel Oak Wealth Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Laurel Oak Wealth 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 		– Sell
-10,050
Closed -$253K – 398
2026
Q1 		$253K Buy
+10,050
New +$265K 0.04% 303

Other funds holding CAIE

Calamos Wealth Management
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
Prime Capital Investment Advisors
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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Laurel Oak Wealth Management's CAIE Position: Q2 2026 in Review

Laurel Oak Wealth Management sold out of Calamos Autocallable Income ETF (CAIE) in Q2 2026, closing a stake of 10,050 shares — an estimated $253K sold.

Laurel Oak Wealth Management first reported a position in CAIE in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Laurel Oak Wealth Management reported no remaining Calamos Autocallable Income ETF position as of Q2 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 10,050 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $253K.
  • Laurel Oak Wealth Management first reported a position in Calamos Autocallable Income ETF in Q1 2026 and held it in 1 quarter.
  • Laurel Oak Wealth Management's Calamos Autocallable Income ETF position peaked at $253K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.