OC
CAIE

Oppenheimer & Co’s Calamos Autocallable Income ETF CAIE Stock Holding History

Oppenheimer & Co’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 		$3.28M Buy
130,601
+89,436
+217% +$2.36M 0.04% 444
2025
Q4 		$1.1M Buy
41,165
+7,282
+21% +$197K 0.02% 765
2025
Q3 		$931K Buy
+33,883
New +$900K 0.01% 925

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

Oppenheimer & Co's CAIE Position: Q1 2026 in Review

Oppenheimer & Co increased its Calamos Autocallable Income ETF (CAIE) stake by 217% in Q1 2026, buying an estimated $2.36M and bringing the position to 130,601 shares worth $3.28M. The position accounts for 0.04% of the portfolio, ranked #444.

Oppenheimer & Co 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.

  • Oppenheimer & Co held 130,601 shares of Calamos Autocallable Income ETF worth $3.28M as of Q1 2026.
  • Oppenheimer & Co bought 89,436 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $2.36M.
  • Calamos Autocallable Income ETF made up 0.04% of Oppenheimer & Co's portfolio in Q1 2026, its #444 holding.
  • Oppenheimer & Co 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 Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.