Private Advisor Group
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Private Advisor Group’s Calamos Autocallable Income ETF CAIE Stock Holding History

Private Advisor Group’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 		– Sell
-106,382
Closed -$2.67M – 2969
2026
Q1 		$2.67M Buy
106,382
+72,217
+211% +$1.9M 0.01% 918
2025
Q4 		$914K Buy
34,165
+19,645
+135% +$532K ﹤0.01% 1457
2025
Q3 		$399K Buy
+14,520
New +$386K ﹤0.01% 1908

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Wealth Watch Advisors
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VestGen Advisors
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
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Menard Financial Group
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Private Advisor Group's CAIE Position: Q2 2026 in Review

Private Advisor Group sold out of Calamos Autocallable Income ETF (CAIE) in Q2 2026, closing a stake of 106,382 shares — an estimated $2.67M sold.

Private Advisor Group first reported a position in CAIE in Q3 2025 and held it in 3 quarters. The position peaked at $2.67M in Q1 2026. 170 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Private Advisor Group reported no remaining Calamos Autocallable Income ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 106,382 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $2.67M.
  • Private Advisor Group first reported a position in Calamos Autocallable Income ETF in Q3 2025 and held it in 3 quarters.
  • Private Advisor Group's Calamos Autocallable Income ETF position peaked at $2.67M in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.