Moors & Cabot
CAIE icon

Moors & Cabot’s Calamos Autocallable Income ETF CAIE Stock Holding History

Moors & Cabot’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
Q3 		$221K Buy
8,300
+300
+4% +$8.07K 0.01% 884
2026
Q2 		$218K Sell
8,000
-1,670
-17% -$45K 0.01% 873
2026
Q1 		$243K Buy
9,670
+670
+7% +$17.6K 0.01% 795
2025
Q4 		$241K Buy
+9,000
New +$244K 0.01% 788

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Pinion Investment Advisors
Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Moors & Cabot's CAIE Position: Q3 2026 in Review

Moors & Cabot increased its Calamos Autocallable Income ETF (CAIE) stake by 3.8% in Q3 2026, buying an estimated $8.07K and bringing the position to 8,300 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #884.

Moors & Cabot first reported a position in CAIE in Q4 2025 and has held it in 4 quarters since. The position peaked at $243K in Q1 2026. 127 funds tracked by Wall St. Rank hold CAIE as of Q3 2026.

  • Moors & Cabot held 8,300 shares of Calamos Autocallable Income ETF worth $221K as of Q3 2026.
  • Moors & Cabot bought 300 Calamos Autocallable Income ETF shares in Q3 2026, an estimated $8.07K.
  • Calamos Autocallable Income ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #884 holding.
  • Moors & Cabot first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Moors & Cabot's Calamos Autocallable Income ETF position peaked at $243K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.