MC
CAIE

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
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

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

Moors & Cabot's CAIE Position: Q2 2026 in Review

Moors & Cabot reduced its Calamos Autocallable Income ETF (CAIE) stake by 17% in Q2 2026, selling an estimated $45K and leaving 8,000 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #873.

Moors & Cabot first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $243K in Q1 2026. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Moors & Cabot held 8,000 shares of Calamos Autocallable Income ETF worth $218K as of Q2 2026.
  • Moors & Cabot sold 1,670 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $45K.
  • Calamos Autocallable Income ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #873 holding.
  • Moors & Cabot first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Moors & Cabot's Calamos Autocallable Income ETF position peaked at $243K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.