Estate Planners Group’s Calamos Autocallable Growth ETF CAGE Stock Holding History

Estate Planners Group’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	$470K	Buy	+16,947	New	+$459K	0.21%	44

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

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Snowden Capital Advisors New York $4.23B AUM 29.95% 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

Estate Planners Group's CAGE Position: Q2 2026 in Review

Estate Planners Group opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q2 2026: 16,947 shares worth $470K. The stake represents 0.21% of the portfolio and ranks #44 among its holdings.

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

Estate Planners Group held 16,947 shares of Calamos Autocallable Growth ETF worth $470K as of Q2 2026.
Calamos Autocallable Growth ETF was a new Estate Planners Group position in Q2 2026.
Calamos Autocallable Growth ETF made up 0.21% of Estate Planners Group's portfolio in Q2 2026, its #44 holding.
39 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.