Major benchmarks might be hovering near record highs, but narrowing breadth and renewed rate fears have capped investor conviction. Polling from VettaFi's latest Midyear Market Outlook Symposium reflects a stark split among the bulls, the bears, and advisors preferring to wait out the macro crosscurrents before deploying fresh capital.
First Calamos Autocallable ETF Celebrates 1-Year Anniversary It's no understatement to say that the Calamos Autocallable Income ETF (CAIE) has gone on quite a journey in the year that it's been on the market. First launched on June 25, 2025, CAIE has now celebrated its first birthday.
In the ETF market, when a fund hits $1 billion in assets under management, it not only warrants celebration, but a closer look into the fund's investment approach. Recently, that day came for the Calamos Autocallable Income ETF (CAIE).
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 45,558 | $1.15M | $1.24M | $89,977.17 | 7.86% |
| CE Curtis Ellergodt Rothschild Investment LLC | 371 | $10,178.92 | $10,059.66 | -$119.26 | -1.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 33,906 | $917,747.55 | $916,818.24 | -$929.31 | -0.1% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 12,773 | $341,550.02 | $346,276.03 | $4,726.01 | 1.38% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 33,835 | $906,298.65 | $914,560.05 | $8,261.4 | 0.91% |