SF
CAIE

Summit Financial’s Calamos Autocallable Income ETF CAIE Stock Holding History

Summit Financial’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 		$3.19M Buy
117,067
+14,320
+14% +$386K 0.03% 478
2026
Q1 		$2.58M Buy
102,747
+30,575
+42% +$805K 0.03% 503
2025
Q4 		$1.93M Buy
72,172
+12,997
+22% +$352K 0.03% 508
2025
Q3 		$1.63M Buy
+59,175
New +$1.57M 0.02% 524

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

Summit Financial's CAIE Position: Q2 2026 in Review

Summit Financial increased its Calamos Autocallable Income ETF (CAIE) stake by 14% in Q2 2026, buying an estimated $386K and bringing the position to 117,067 shares worth $3.19M. The position accounts for 0.03% of the portfolio, ranked #478.

Summit Financial 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.

  • Summit Financial held 117,067 shares of Calamos Autocallable Income ETF worth $3.19M as of Q2 2026.
  • Summit Financial bought 14,320 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $386K.
  • Calamos Autocallable Income ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #478 holding.
  • Summit Financial 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.