LAA
CAIE

Liberty Atlantic Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

Liberty Atlantic 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
Q2 		$340K Sell
12,497
-4,321
-26% -$116K 0.24% 54
2026
Q1 		$423K Buy
+16,818
New +$443K 0.36% 35

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

Liberty Atlantic Advisors's CAIE Position: Q2 2026 in Review

Liberty Atlantic Advisors reduced its Calamos Autocallable Income ETF (CAIE) stake by 26% in Q2 2026, selling an estimated $116K and leaving 12,497 shares worth $340K. The position accounts for 0.24% of the portfolio, ranked #54.

Liberty Atlantic Advisors first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. The position peaked at $423K in Q1 2026. 168 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Liberty Atlantic Advisors held 12,497 shares of Calamos Autocallable Income ETF worth $340K as of Q2 2026.
  • Liberty Atlantic Advisors sold 4,321 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $116K.
  • Calamos Autocallable Income ETF made up 0.24% of Liberty Atlantic Advisors's portfolio in Q2 2026, its #54 holding.
  • Liberty Atlantic Advisors first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Liberty Atlantic Advisors's Calamos Autocallable Income ETF position peaked at $423K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Liberty Atlantic Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.