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

Perigon 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	$733K	Buy	+26,941	New	+$725K	0.01%	705

Other funds holding CAIE

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

MFG

Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Perigon Wealth Management opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 26,941 shares worth $733K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings.

169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

Perigon Wealth Management held 26,941 shares of Calamos Autocallable Income ETF worth $733K as of Q2 2026.
Calamos Autocallable Income ETF was a new Perigon Wealth Management position in Q2 2026.
Calamos Autocallable Income ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #705 holding.
169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.