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CAIECAIE
4 quarters

Position history for WAWaverly Advisors, LLC's holdings in CALAMOS AUTOCALLABLE INCOME ETF

Waverly Advisors, LLC holds 528,430 shares of CAIE (CALAMOS AUTOCALLABLE INCOME ETF), worth $14.4M as of 2026-Q2. The position was increased (+18.2% shares). CAIE represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$14.4M

Current Shares

528,430

Total Value Change

+$4.8M

Total Shares Change

+181,165

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
528,430
+18.2%
$14.4M0.1%$26.58
33
2026-Q1
Increased
446,995
+24.0%
$11.2M0.1%$23.69
34
2025-Q4
Increased
360,542
+3.8%
$9.6M0.1%$24.59
29
2025-Q3
New
347,265
-
$9.5M0.1%$24.08
38

Other major holders of CAIE: Calamos Advisors LLC, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, UNITED CAPITAL FINANCIAL ADVISORS, LLC

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