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CAIECAIE
4 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in CALAMOS ETF TR

Yes. Kestra Advisory Services holds 246,477 shares of CAIE, worth $6.7M, as of its Q2 2026 13F filing. It increased the position by 107,164 shares (+76.9%) from Q1 2026. Kestra Advisory Services has held CAIE since Q3 2025, across 4 quarterly 13F filings.

Current Value

$6.7M

Current Shares

246,477

Total Value Change

+$5.6M

Total Shares Change

+205,481

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
246,477
+76.9%
$6.7M0.0%$25.96
41
2026-Q1
Increased
139,313
+36.1%
$3.5M0.0%$23.14
35
2025-Q4
Increased
102,328
+149.6%
$2.7M0.0%$24.02
42
2025-Q3
New
40,996
-
$1.1M0.0%$23.52
35

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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