SB
CAIE

Strategic Blueprint’s Calamos Autocallable Income ETF CAIE Stock Holding History

Strategic Blueprint’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 		$15.3M Buy
563,020
+195,803
+53% +$5.27M 0.77% 24
2026
Q1 		$9.23M Buy
367,217
+199,066
+118% +$5.24M 0.54% 44
2025
Q4 		$4.5M Buy
168,151
+62,931
+60% +$1.7M 0.27% 100
2025
Q3 		$2.89M Buy
+105,220
New +$2.8M 0.13% 167

Other funds holding CAIE

CWM
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Strategic Blueprint's CAIE Position: Q2 2026 in Review

Strategic Blueprint increased its Calamos Autocallable Income ETF (CAIE) stake by 53% in Q2 2026, buying an estimated $5.27M and bringing the position to 563,020 shares worth $15.3M. The position accounts for 0.77% of the portfolio, ranked #24.

Strategic Blueprint first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Strategic Blueprint held 563,020 shares of Calamos Autocallable Income ETF worth $15.3M as of Q2 2026.
  • Strategic Blueprint bought 195,803 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $5.27M.
  • Calamos Autocallable Income ETF made up 0.77% of Strategic Blueprint's portfolio in Q2 2026, its #24 holding.
  • Strategic Blueprint first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.