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UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CAIE2 quarters
Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in CALAMOS AUTOCALLABLE INCOME ETF
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 506,200 shares of CAIE (CALAMOS AUTOCALLABLE INCOME ETF), worth $12.7M as of 2026-Q1. The position was increased (+51.1% shares). CAIE represents 0.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$12.7M
Current Shares
506,200
Total Value Change
+$3.8M
Total Shares Change
+171,250
Quarter-by-Quarter History
Other major holders of CAIE: Calamos Advisors LLC, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, Waverly Advisors, LLC