SPIA
CAIE

Steward Partners Investment Advisory’s Calamos Autocallable Income ETF CAIE Stock Holding History

Steward Partners Investment Advisory’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 		$4.71M Buy
187,196
+32,999
+21% +$869K 0.02% 530
2025
Q4 		$4.12M Buy
154,197
+66,916
+77% +$1.81M 0.02% 532
2025
Q3 		$2.4M Buy
87,281
+87,181
+87,181% +$2.32M 0.01% 715
2025
Q2 		$2.57K Buy
+100
New +$2.53K ﹤0.01% 3679

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 $43.3B AUM 29.3% 1-Year Est. Return

Steward Partners Investment Advisory's CAIE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Calamos Autocallable Income ETF (CAIE) stake by 21% in Q1 2026, buying an estimated $869K and bringing the position to 187,196 shares worth $4.71M. The position accounts for 0.02% of the portfolio, ranked #530.

Steward Partners Investment Advisory first reported a position in CAIE in Q2 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Steward Partners Investment Advisory held 187,196 shares of Calamos Autocallable Income ETF worth $4.71M as of Q1 2026.
  • Steward Partners Investment Advisory bought 32,999 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $869K.
  • Calamos Autocallable Income ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #530 holding.
  • Steward Partners Investment Advisory first reported a position in Calamos Autocallable Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.