MFA
CAIE

Millington Financial Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

Millington Financial 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
Q1 		$3.78M Sell
139,392
-16,610
-11% -$437K 1.59% 18
2025
Q4 		$4.18M Buy
156,002
+62,776
+67% +$1.7M 1.85% 11
2025
Q3 		$2.51M Buy
+93,226
New +$2.48M 1.22% 25

Other funds holding CAIE

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Millington Financial Advisors's CAIE Position: Q1 2026 in Review

Millington Financial Advisors reduced its Calamos Autocallable Income ETF (CAIE) stake by 11% in Q1 2026, selling an estimated $437K and leaving 139,392 shares worth $3.78M. The position accounts for 1.59% of the portfolio, ranked #18.

Millington Financial Advisors first reported a position in CAIE in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.18M in Q4 2025. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Millington Financial Advisors held 139,392 shares of Calamos Autocallable Income ETF worth $3.78M as of Q1 2026.
  • Millington Financial Advisors sold 16,610 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $437K.
  • Calamos Autocallable Income ETF made up 1.59% of Millington Financial Advisors's portfolio in Q1 2026, its #18 holding.
  • Millington Financial Advisors first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Millington Financial Advisors's Calamos Autocallable Income ETF position peaked at $4.18M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.