Osaic Holdings
CAIE

Osaic Holdings’s Calamos Autocallable Income ETF CAIE Stock Holding History

Osaic Holdings’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 		$2.94M Buy
108,210
+89,363
+474% +$2.41M ﹤0.01% 1978
2026
Q1 		$474K Buy
18,847
+13,662
+263% +$360K ﹤0.01% 3405
2025
Q4 		$139K Buy
5,185
+185
+4% +$5.01K ﹤0.01% 4437
2025
Q3 		$137K Buy
+5,000
New +$133K ﹤0.01% 4521

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

Osaic Holdings's CAIE Position: Q2 2026 in Review

Osaic Holdings increased its Calamos Autocallable Income ETF (CAIE) stake by 474% in Q2 2026, buying an estimated $2.41M and bringing the position to 108,210 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Osaic Holdings first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Osaic Holdings held 108,210 shares of Calamos Autocallable Income ETF worth $2.94M as of Q2 2026.
  • Osaic Holdings bought 89,363 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $2.41M.
  • Calamos Autocallable Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1978 holding.
  • Osaic Holdings first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.