Family Office Research’s Calamos Autocallable Growth ETF CAGE Stock Holding History

Family Office Research’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	$229K	Buy	+8,276	New	+$224K	0.09%	76

Other funds holding CAGE

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Essential Investment Partners Englewood, Colorado $125M AUM

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Family Office Research's CAGE Position: Q2 2026 in Review

Family Office Research opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q2 2026: 8,276 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #76 among its holdings.

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

Family Office Research held 8,276 shares of Calamos Autocallable Growth ETF worth $229K as of Q2 2026.
Calamos Autocallable Growth ETF was a new Family Office Research position in Q2 2026.
Calamos Autocallable Growth ETF made up 0.09% of Family Office Research's portfolio in Q2 2026, its #76 holding.
11 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.