Claro Advisors
CAGE icon

Claro Advisors’s Calamos Autocallable Growth ETF CAGE Stock Holding History

Claro Advisors’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 		$1.5M Buy
52,437
+9,970
+23% +$283K 0.15% 127
2026
Q2 		$1.18M Buy
+42,467
New +$1.15M 0.12% 142

Other funds holding CAGE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
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's CAGE Position: Q3 2026 in Review

Claro Advisors increased its Calamos Autocallable Growth ETF (CAGE) stake by 23% in Q3 2026, buying an estimated $283K and bringing the position to 52,437 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #127.

Claro Advisors 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.

  • Claro Advisors held 52,437 shares of Calamos Autocallable Growth ETF worth $1.5M as of Q3 2026.
  • Claro Advisors bought 9,970 Calamos Autocallable Growth ETF shares in Q3 2026, an estimated $283K.
  • Calamos Autocallable Growth ETF made up 0.15% of Claro Advisors's portfolio in Q3 2026, its #127 holding.
  • Claro Advisors 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 Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.