OIA
CAIE

OneDigital Investment Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

OneDigital Investment 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 		$467K Buy
18,586
+3,924
+27% +$103K ﹤0.01% 978
2025
Q4 		$392K Buy
14,662
+4,212
+40% +$114K ﹤0.01% 1065
2025
Q3 		$287K Buy
+10,450
New +$278K ﹤0.01% 1209

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 $198M 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 $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

OneDigital Investment Advisors's CAIE Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Calamos Autocallable Income ETF (CAIE) stake by 27% in Q1 2026, buying an estimated $103K and bringing the position to 18,586 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

OneDigital Investment Advisors first reported a position in CAIE in Q3 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • OneDigital Investment Advisors held 18,586 shares of Calamos Autocallable Income ETF worth $467K as of Q1 2026.
  • OneDigital Investment Advisors bought 3,924 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $103K.
  • Calamos Autocallable Income ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #978 holding.
  • OneDigital Investment Advisors first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

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