TWP
CAIE

Triad Wealth Partners’s Calamos Autocallable Income ETF CAIE Stock Holding History

Triad Wealth Partners’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 		$424K Buy
16,879
+613
+4% +$16.1K 0.03% 310
2025
Q4 		$435K Buy
16,266
+6,280
+63% +$170K 0.04% 292
2025
Q3 		$274K Buy
+9,986
New +$265K 0.04% 311

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

Triad Wealth Partners's CAIE Position: Q1 2026 in Review

Triad Wealth Partners increased its Calamos Autocallable Income ETF (CAIE) stake by 3.8% in Q1 2026, buying an estimated $16.1K and bringing the position to 16,879 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #310.

Triad Wealth Partners first reported a position in CAIE in Q3 2025 and has held it in 3 quarters since. The position peaked at $435K in Q4 2025. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • Triad Wealth Partners held 16,879 shares of Calamos Autocallable Income ETF worth $424K as of Q1 2026.
  • Triad Wealth Partners bought 613 Calamos Autocallable Income ETF shares in Q1 2026, an estimated $16.1K.
  • Calamos Autocallable Income ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #310 holding.
  • Triad Wealth Partners first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's Calamos Autocallable Income ETF position peaked at $435K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.