UCFA
CAIE

United Capital Financial Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

United Capital Financial Advisors’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 		$14.6M Buy
537,750
+31,550
+6% +$849K 0.08% 191
2026
Q1 		$12.7M Buy
506,200
+171,250
+51% +$4.51M 0.08% 203
2025
Q4 		$8.96M Buy
+334,950
New +$9.07M 0.05% 262

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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

United Capital Financial Advisors's CAIE Position: Q2 2026 in Review

United Capital Financial Advisors increased its Calamos Autocallable Income ETF (CAIE) stake by 6.2% in Q2 2026, buying an estimated $849K and bringing the position to 537,750 shares worth $14.6M. The position accounts for 0.08% of the portfolio, ranked #191.

United Capital Financial Advisors first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • United Capital Financial Advisors held 537,750 shares of Calamos Autocallable Income ETF worth $14.6M as of Q2 2026.
  • United Capital Financial Advisors bought 31,550 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $849K.
  • Calamos Autocallable Income ETF made up 0.08% of United Capital Financial Advisors's portfolio in Q2 2026, its #191 holding.
  • United Capital Financial Advisors first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.