Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Calamos US Equity Autocallable Income ETF(CAIE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CAIE
10/23/2026: CAIE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CAIE is an actively managed ETF that provides US equity market exposure combined with yield-enhancing autocallable structured notes. Its main strength lies in its ability to generate high income through a strategy distinct from traditional covered-call or dividend funds. It serves primarily as an income-generating component within a diversified portfolio. Investors must be aware of the credit risks associated with note issuers and the potential for limited capital upside compared to broad equity indices. It is best suited for income-focused investors who understand derivative-based strategies and should monitor the creditworthiness of underlying note issuers.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth potential is limited by the income-focused, derivative-heavy nature of the strategy. |
| Momentum investor | Weak fit | The fund's structured outcome profile is not designed to capture upward momentum trends. |
| Value investor | Mixed fit | Value investors may appreciate the income component, but the strategy is not inherently value-driven. |
| Dividend/Income investor | Strong fit | The primary objective of this fund is to provide consistent income for yield-oriented portfolios. |
| Low-risk investor | Mixed fit | While income is generated, the underlying derivatives and equity exposure involve market risks that may exceed low-risk mandates. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-oriented individual seeking diversification beyond standard dividends who understands the mechanics of structured products.
Suitability
CAIE is best suited for long-term income investors looking to complement their portfolio, rather than active traders or purely passive index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund's derivative components can be sensitive to rapid changes in market volatility. |
| Market risk | Medium / high | Equity exposure subjects the fund to general market downturns. |
| Concentration | Medium | The portfolio may be concentrated in specific issuers or sectors through its structured note holdings. |
| Tracking/expense | Medium | Active management and derivative costs can impact overall returns compared to passive benchmarks. |
| Liquidity | Medium | Structured notes may have lower secondary market liquidity than underlying equities. |
| Business/sector quality | Medium | Credit risk from the issuers of the structured notes is a relevant consideration. |
Risk Analysis
Volatility
CAIE exhibits moderate to high volatility due to its reliance on derivative structured notes.
Market Risk
The fund is inherently exposed to the price action of US large-cap equities and the credit health of note issuers.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | US Large-Cap Equity Portfolio | 60 | This component provides core exposure to the price appreciation potential of US large-cap companies. |
| Derivatives | Autocallable Structured Notes | 40 | These notes are designed to generate enhanced income based on specific performance triggers of underlying assets. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit -3.82% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.