SFG
CAIE

Strive Financial Group’s Calamos Autocallable Income ETF CAIE Stock Holding History

Strive Financial Group’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 		$2.41M Sell
88,422
-7,563
-8% -$204K 1.05% 22
2026
Q1 		$2.41M Buy
95,985
+36,839
+62% +$970K 1.28% 16
2025
Q4 		$1.58M Buy
+59,146
New +$1.6M 0.84% 41

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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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

Strive Financial Group's CAIE Position: Q2 2026 in Review

Strive Financial Group reduced its Calamos Autocallable Income ETF (CAIE) stake by 7.9% in Q2 2026, selling an estimated $204K and leaving 88,422 shares worth $2.41M. The position accounts for 1.05% of the portfolio, ranked #22.

Strive Financial Group first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.41M in Q1 2026. 168 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Strive Financial Group held 88,422 shares of Calamos Autocallable Income ETF worth $2.41M as of Q2 2026.
  • Strive Financial Group sold 7,563 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $204K.
  • Calamos Autocallable Income ETF made up 1.05% of Strive Financial Group's portfolio in Q2 2026, its #22 holding.
  • Strive Financial Group first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Calamos Autocallable Income ETF position peaked at $2.41M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.