RIA
CAIE

Realta Investment Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

Realta Investment Advisors’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
-300
Closed -$7.54K – 420
2026
Q1 		$7.54K Buy
+300
New +$7.9K ﹤0.01% 311

Other funds holding CAIE

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Realta Investment Advisors's CAIE Position: Q2 2026 in Review

Realta Investment Advisors sold out of Calamos Autocallable Income ETF (CAIE) in Q2 2026, closing a stake of 300 shares — an estimated $7.54K sold.

Realta Investment Advisors first reported a position in CAIE in Q1 2026 and held it in 1 quarter. The position peaked at $7.54K in Q1 2026. 46 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Realta Investment Advisors reported no remaining Calamos Autocallable Income ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 300 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $7.54K.
  • Realta Investment Advisors first reported a position in Calamos Autocallable Income ETF in Q1 2026 and held it in 1 quarter.
  • Realta Investment Advisors's Calamos Autocallable Income ETF position peaked at $7.54K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.