P
CAIE

&Partners’s Calamos Autocallable Income ETF CAIE Stock Holding History

&Partners’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 		$1.32M Buy
43,808
+10,735
+32% +$289K 0.01% 1253
2026
Q1 		$831K Buy
33,073
+9,525
+40% +$251K ﹤0.01% 1405
2025
Q4 		$630K Buy
+23,548
New +$638K ﹤0.01% 1486

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

&Partners's CAIE Position: Q2 2026 in Review

&Partners increased its Calamos Autocallable Income ETF (CAIE) stake by 32% in Q2 2026, buying an estimated $289K and bringing the position to 43,808 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1253.

&Partners first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • &Partners held 43,808 shares of Calamos Autocallable Income ETF worth $1.32M as of Q2 2026.
  • &Partners bought 10,735 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $289K.
  • Calamos Autocallable Income ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1253 holding.
  • &Partners first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.