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
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

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 $38.8B AUM 21.88% 1-Year Est. Return

Summit Financial's CAIE Position: Q1 2026 in Review

Summit Financial increased its Calamos Autocallable Income ETF (CAIE) stake by 42% in Q1 2026, buying an estimated $805K and bringing the position to 102,747 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #503.

Summit Financial first reported a position in CAIE in Q3 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Summit Financial held 102,747 shares of Calamos Autocallable Income ETF worth $2.58M as of Q1 2026.
  • Summit Financial bought 30,575 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $805K.
  • Calamos Autocallable Income ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #503 holding.
  • Summit Financial first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.