VA
CAIE

VestGen Advisors’s Calamos Autocallable Income ETF CAIE Stock Holding History

VestGen 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 		$30M Sell
1,102,235
-1,047
-0.1% -$28.2K 0.87% 19
2026
Q1 		$30.2M Buy
1,103,282
+377,728
+52% +$9.95M 0.8% 20
2025
Q4 		$19.4M Buy
+725,554
New +$19.6M 0.83% 25

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
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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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

VestGen Advisors's CAIE Position: Q2 2026 in Review

VestGen Advisors reduced its Calamos Autocallable Income ETF (CAIE) stake by 0.09% in Q2 2026, selling an estimated $28.2K and leaving 1,102,235 shares worth $30M. The position accounts for 0.87% of the portfolio, ranked #19.

VestGen Advisors first reported a position in CAIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.2M in Q1 2026. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • VestGen Advisors held 1,102,235 shares of Calamos Autocallable Income ETF worth $30M as of Q2 2026.
  • VestGen Advisors sold 1,047 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $28.2K.
  • Calamos Autocallable Income ETF made up 0.87% of VestGen Advisors's portfolio in Q2 2026, its #19 holding.
  • VestGen Advisors first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • VestGen Advisors's Calamos Autocallable Income ETF position peaked at $30.2M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.