Essex Financial Services’s Calamos Autocallable Growth ETF CAGE Stock Holding History

Essex Financial 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 Q2	$979K	Buy	+35,320	New	+$956K	0.05%	324

Other funds holding CAGE

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Essex Financial Services's CAGE Position: Q2 2026 in Review

Essex Financial Services opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q2 2026: 35,320 shares worth $979K. The stake represents 0.05% of the portfolio and ranks #324 among its holdings.

27 funds tracked by Wall St. Rank hold CAGE as of Q2 2026.

Essex Financial Services held 35,320 shares of Calamos Autocallable Growth ETF worth $979K as of Q2 2026.
Calamos Autocallable Growth ETF was a new Essex Financial Services position in Q2 2026.
Calamos Autocallable Growth ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #324 holding.
27 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.