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
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

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

&Partners's CAIE Position: Q1 2026 in Review

&Partners increased its Calamos Autocallable Income ETF (CAIE) stake by 40% in Q1 2026, buying an estimated $251K and bringing the position to 33,073 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

&Partners first reported a position in CAIE in Q4 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • &Partners held 33,073 shares of Calamos Autocallable Income ETF worth $831K as of Q1 2026.
  • &Partners bought 9,525 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $251K.
  • Calamos Autocallable Income ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1405 holding.
  • &Partners first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.