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Legacy Wealth Management (Idaho)’s Calamos Autocallable Income ETF CAIE Stock Holding History

Legacy Wealth Management (Idaho)’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 		$356K Buy
+13,083
New +$352K 0.15% 135
2025
Q4 		– Sell
-551
Closed -$15.1K – 977
2025
Q3 		$15.1K Buy
551
+543
+6,788% +$14.4K 0.01% 297
2025
Q2 		$206 Buy
+8
New +$203 ﹤0.01% 706

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

Legacy Wealth Management (Idaho)'s CAIE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 13,083 shares worth $356K. The stake represents 0.15% of the portfolio and ranks #135 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in CAIE as recently as Q3 2025.

Legacy Wealth Management (Idaho) first reported a position in CAIE in Q2 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 13,083 shares of Calamos Autocallable Income ETF worth $356K as of Q2 2026.
  • Calamos Autocallable Income ETF was a new Legacy Wealth Management (Idaho) position in Q2 2026.
  • Calamos Autocallable Income ETF made up 0.15% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #135 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Calamos Autocallable Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.