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Rothschild Investment LLC’s Calamos Autocallable Income ETF CAIE Stock Holding History

Rothschild Investment LLC’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 		– Sell
-371
Closed -$9.93K – 3683
2025
Q4 		$9.93K Buy
371
+17
+5% +$460 ﹤0.01% 1579
2025
Q3 		$9.72K Buy
+354
New +$9.4K ﹤0.01% 1459

Other funds holding CAIE

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rothschild Investment LLC's CAIE Position: Q1 2026 in Review

Rothschild Investment LLC sold out of Calamos Autocallable Income ETF (CAIE) in Q1 2026, closing a stake of 371 shares — an estimated $9.93K sold.

Rothschild Investment LLC first reported a position in CAIE in Q3 2025 and held it in 2 quarters. The position peaked at $9.93K in Q4 2025. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Rothschild Investment LLC reported no remaining Calamos Autocallable Income ETF position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 371 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $9.93K.
  • Rothschild Investment LLC first reported a position in Calamos Autocallable Income ETF in Q3 2025 and held it in 2 quarters.
  • Rothschild Investment LLC's Calamos Autocallable Income ETF position peaked at $9.93K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.