MHS
CAIE

M Holdings Securities’s Calamos Autocallable Income ETF CAIE Stock Holding History

M Holdings Securities’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 		$715K Buy
26,388
+11,570
+78% +$312K 0.1% 105
2026
Q1 		$406K Buy
+14,818
New +$390K 0.03% 266

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

M Holdings Securities's CAIE Position: Q2 2026 in Review

M Holdings Securities increased its Calamos Autocallable Income ETF (CAIE) stake by 78% in Q2 2026, buying an estimated $312K and bringing the position to 26,388 shares worth $715K. The position accounts for 0.1% of the portfolio, ranked #105.

M Holdings Securities first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • M Holdings Securities held 26,388 shares of Calamos Autocallable Income ETF worth $715K as of Q2 2026.
  • M Holdings Securities bought 11,570 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $312K.
  • Calamos Autocallable Income ETF made up 0.1% of M Holdings Securities's portfolio in Q2 2026, its #105 holding.
  • M Holdings Securities first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.