Calamos Wealth Management
CAGE icon

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

Calamos 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 		$15.4M Buy
537,026
+487,681
+988% +$13.9M 0.44% 47
2026
Q2 		$1.37M Buy
+49,345
New +$1.34M 0.04% 175

Other funds holding CAGE

Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
NewCorp Financial Services
NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Claro Advisors
Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

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

Calamos Wealth Management increased its Calamos Autocallable Growth ETF (CAGE) stake by 988% in Q3 2026, buying an estimated $13.9M and bringing the position to 537,026 shares worth $15.4M. The position accounts for 0.44% of the portfolio, ranked #47.

Calamos Wealth Management first reported a position in CAGE in Q2 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CAGE as of Q3 2026.

  • Calamos Wealth Management held 537,026 shares of Calamos Autocallable Growth ETF worth $15.4M as of Q3 2026.
  • Calamos Wealth Management bought 487,681 Calamos Autocallable Growth ETF shares in Q3 2026, an estimated $13.9M.
  • Calamos Autocallable Growth ETF made up 0.44% of Calamos Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Calamos Wealth Management first reported a position in Calamos Autocallable Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.