PWM
CAIE

Palacios Wealth Management’s Calamos Autocallable Income ETF CAIE Stock Holding History

Palacios Wealth Management’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 		$1.74M Buy
64,027
+26,685
+71% +$718K 1.03% 20
2026
Q1 		$1.02M Buy
+37,342
New +$983K 0.64% 27

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

Palacios Wealth Management's CAIE Position: Q2 2026 in Review

Palacios Wealth Management increased its Calamos Autocallable Income ETF (CAIE) stake by 71% in Q2 2026, buying an estimated $718K and bringing the position to 64,027 shares worth $1.74M. The position accounts for 1.03% of the portfolio, ranked #20.

Palacios Wealth Management first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Palacios Wealth Management held 64,027 shares of Calamos Autocallable Income ETF worth $1.74M as of Q2 2026.
  • Palacios Wealth Management bought 26,685 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $718K.
  • Calamos Autocallable Income ETF made up 1.03% of Palacios Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Palacios Wealth Management first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.