MFG
CAIE

Menard Financial Group’s Calamos Autocallable Income ETF CAIE Stock Holding History

Menard Financial Group’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 		$18.9M Buy
695,646
+411,646
+145% +$11.1M 10.3% 2
2026
Q1 		$7.14M Buy
+284,000
New +$7.48M 4.99% 3

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Menard Financial Group's CAIE Position: Q2 2026 in Review

Menard Financial Group increased its Calamos Autocallable Income ETF (CAIE) stake by 145% in Q2 2026, buying an estimated $11.1M and bringing the position to 695,646 shares worth $18.9M. The position accounts for 10.3% of the portfolio, ranked #2.

Menard Financial Group first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Menard Financial Group held 695,646 shares of Calamos Autocallable Income ETF worth $18.9M as of Q2 2026.
  • Menard Financial Group bought 411,646 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $11.1M.
  • Calamos Autocallable Income ETF made up 10.3% of Menard Financial Group's portfolio in Q2 2026, its #2 holding.
  • Menard Financial Group first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.