Mercer Global Advisors

Mercer Global Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

Mercer Global 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	$22.7K	Buy	+834	New	+$22.5K	﹤0.01%	4756

Other funds holding CAIE

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return

Mercer Global Advisors's CAIE Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 834 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #4756 among its holdings.

157 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

Mercer Global Advisors held 834 shares of Calamos Autocallable Income ETF worth $22.7K as of Q2 2026.
Calamos Autocallable Income ETF was a new Mercer Global Advisors position in Q2 2026.
Calamos Autocallable Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4756 holding.
157 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.