Able Wealth Management’s Calamos Autocallable Growth ETF CAGE Stock Holding History

Able Wealth Management’s Portfolio CAGE Stock Details CAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$545K	Buy	+18,434	New	+$524K	0.12%	79

Other funds holding CAGE

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NFS

NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Able Wealth Management's CAGE Position: Q3 2026 in Review

Able Wealth Management opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q3 2026: 18,434 shares worth $545K. The stake represents 0.12% of the portfolio and ranks #79 among its holdings.

12 funds tracked by Wall St. Rank hold CAGE as of Q3 2026.

Able Wealth Management held 18,434 shares of Calamos Autocallable Growth ETF worth $545K as of Q3 2026.
Calamos Autocallable Growth ETF was a new Able Wealth Management position in Q3 2026.
Calamos Autocallable Growth ETF made up 0.12% of Able Wealth Management's portfolio in Q3 2026, its #79 holding.
12 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.