LIS
CAIE

Legacy Investment Solutions’s Calamos Autocallable Income ETF CAIE Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$206 Buy
+8
New +$203 ﹤0.01% 706

Other funds holding CAIE

GFG
Greenberg Financial Group Tucson, Arizona $243M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Legacy Investment Solutions's CAIE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2025: 8 shares worth $206. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings.

5 funds tracked by Wall St. Rank hold CAIE as of Q2 2025.

  • Legacy Investment Solutions held 8 shares of Calamos Autocallable Income ETF worth $206 as of Q2 2025.
  • Calamos Autocallable Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Calamos Autocallable Income ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #706 holding.
  • 5 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.