UBS Group
CAIE

UBS Group’s Calamos Autocallable Income ETF CAIE Stock Holding History

UBS 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
Q1 		$34.2K Buy
+1,359
New +$35.8K ﹤0.01% 7608
2025
Q4 		– Sell
-371
Closed -$10.2K – 11559
2025
Q3 		$10.2K Buy
+371
New +$9.86K ﹤0.01% 8556

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

UBS Group's CAIE Position: Q1 2026 in Review

UBS Group opened a new position in Calamos Autocallable Income ETF (CAIE) in Q1 2026: 1,359 shares worth $34.2K. The stake represents ﹤0.01% of the portfolio and ranks #7608 among its holdings. This is a return to the name: UBS Group previously reported a position in CAIE as recently as Q3 2025.

UBS Group first reported a position in CAIE in Q3 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold CAIE as of Q1 2026.

  • UBS Group held 1,359 shares of Calamos Autocallable Income ETF worth $34.2K as of Q1 2026.
  • Calamos Autocallable Income ETF was a new UBS Group position in Q1 2026.
  • Calamos Autocallable Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7608 holding.
  • UBS Group first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.