WA
CAIE

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

Waverly 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 		$14.4M Buy
528,430
+81,435
+18% +$2.19M 0.08% 226
2026
Q1 		$11.2M Buy
446,995
+86,453
+24% +$2.28M 0.08% 232
2025
Q4 		$9.64M Buy
360,542
+13,277
+4% +$360K 0.08% 244
2025
Q3 		$9.54M Buy
+347,265
New +$9.23M 0.1% 211

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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Waverly Advisors's CAIE Position: Q2 2026 in Review

Waverly Advisors increased its Calamos Autocallable Income ETF (CAIE) stake by 18% in Q2 2026, buying an estimated $2.19M and bringing the position to 528,430 shares worth $14.4M. The position accounts for 0.08% of the portfolio, ranked #226.

Waverly Advisors first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Waverly Advisors held 528,430 shares of Calamos Autocallable Income ETF worth $14.4M as of Q2 2026.
  • Waverly Advisors bought 81,435 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $2.19M.
  • Calamos Autocallable Income ETF made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #226 holding.
  • Waverly Advisors first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.