Trask Adam Roland’s Calamos Autocallable Income ETF CAIE Stock Holding History

Trask Adam Roland’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	$832K	Buy	+33,100	New	+$872K	0.79%	35

Other funds holding CAIE

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Trask Adam Roland's CAIE Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Calamos Autocallable Income ETF (CAIE) in Q1 2026: 33,100 shares worth $832K. The stake represents 0.79% of the portfolio and ranks #35 among its holdings.

147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

Trask Adam Roland held 33,100 shares of Calamos Autocallable Income ETF worth $832K as of Q1 2026.
Calamos Autocallable Income ETF was a new Trask Adam Roland position in Q1 2026.
Calamos Autocallable Income ETF made up 0.79% of Trask Adam Roland's portfolio in Q1 2026, its #35 holding.
147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.