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CAIECAIE
4 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in CALAMOS AUTOCALLABLE INCOME ETF

Integrated Wealth Concepts LLC holds 30,192 shares of CAIE (CALAMOS AUTOCALLABLE INCOME ETF), worth $821,522 as of 2026-Q2. The position was increased (+10.7% shares). CAIE represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$821,522

Current Shares

30,192

Total Value Change

-$2.3M

Total Shares Change

-82,022

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
30,192
+10.7%
$821,5220.0%$26.58
27
2026-Q1
New
27,276
-
$685,7310.0%$23.69
34
2025-Q4
Exited
0
-100.0%
$00.0%$24.59
0
2025-Q3
New
112,214
-
$3.1M0.0%$24.08
37

Other major holders of CAIE: Calamos Advisors LLC, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, Waverly Advisors, LLC

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