Sowell Financial Services
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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
Q2 		– Sell
-69,222
Closed -$1.74M – 1242
2026
Q1 		$1.74M Buy
+69,222
New +$1.82M 0.06% 321

Other funds holding CAIE

Calamos Wealth Management
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
Prime Capital Investment Advisors
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
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

Sowell Financial Services's CAIE Position: Q2 2026 in Review

Sowell Financial Services sold out of Calamos Autocallable Income ETF (CAIE) in Q2 2026, closing a stake of 69,222 shares — an estimated $1.74M sold.

Sowell Financial Services first reported a position in CAIE in Q1 2026 and held it in 1 quarter. The position peaked at $1.74M in Q1 2026. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Sowell Financial Services reported no remaining Calamos Autocallable Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 69,222 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $1.74M.
  • Sowell Financial Services first reported a position in Calamos Autocallable Income ETF in Q1 2026 and held it in 1 quarter.
  • Sowell Financial Services's Calamos Autocallable Income ETF position peaked at $1.74M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.