PS
CAIE

Principal Securities’s Calamos Autocallable Income ETF CAIE Stock Holding History

Principal Securities’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 		$1.24M Hold
45,558
– – 0.01% 706
2026
Q1 		$1.15M Buy
+45,558
New +$1.2M 0.02% 680

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

Principal Securities's CAIE Position: Q2 2026 in Review

Principal Securities held its Calamos Autocallable Income ETF (CAIE) position steady in Q2 2026 at 45,558 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #706.

Principal Securities 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.

  • Principal Securities held 45,558 shares of Calamos Autocallable Income ETF worth $1.24M as of Q2 2026.
  • Principal Securities left its Calamos Autocallable Income ETF share count unchanged in Q2 2026.
  • Calamos Autocallable Income ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #706 holding.
  • Principal Securities 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.