Diversify Advisory Services’s Calamos Autocallable Growth ETF CAGE Stock Holding History

Diversify Advisory Services’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	$611K	Hold	20,779	–	–	0.01%	842
2026 Q2	$564K	Buy	+20,779	New	+$562K	0.01%	823

Other funds holding CAGE

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Diversify Advisory Services's CAGE Position: Q3 2026 in Review

Diversify Advisory Services held its Calamos Autocallable Growth ETF (CAGE) position steady in Q3 2026 at 20,779 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #842.

Diversify Advisory Services 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.

Diversify Advisory Services held 20,779 shares of Calamos Autocallable Growth ETF worth $611K as of Q3 2026.
Diversify Advisory Services left its Calamos Autocallable Growth ETF share count unchanged in Q3 2026.
Calamos Autocallable Growth ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #842 holding.
Diversify Advisory Services 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 Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.