SFS
CAIE

Sowell Financial Services’s Calamos Autocallable Income ETF CAIE Stock Holding History

Sowell Financial Services’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 		$1.74M Buy
+69,222
New +$1.82M 0.06% 321

Other funds holding CAIE

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sowell Financial Services's CAIE Position: Q1 2026 in Review

Sowell Financial Services opened a new position in Calamos Autocallable Income ETF (CAIE) in Q1 2026: 69,222 shares worth $1.74M. The stake represents 0.06% of the portfolio and ranks #321 among its holdings.

147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Sowell Financial Services held 69,222 shares of Calamos Autocallable Income ETF worth $1.74M as of Q1 2026.
  • Calamos Autocallable Income ETF was a new Sowell Financial Services position in Q1 2026.
  • Calamos Autocallable Income ETF made up 0.06% of Sowell Financial Services's portfolio in Q1 2026, its #321 holding.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.