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
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

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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

Osaic Holdings's CAIE Position: Q1 2026 in Review

Osaic Holdings increased its Calamos Autocallable Income ETF (CAIE) stake by 263% in Q1 2026, buying an estimated $360K and bringing the position to 18,847 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

Osaic Holdings 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.

  • Osaic Holdings held 18,847 shares of Calamos Autocallable Income ETF worth $474K as of Q1 2026.
  • Osaic Holdings bought 13,662 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $360K.
  • Calamos Autocallable Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3405 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.