GIA
CAGE

Gladstone Institutional Advisory’s Calamos Autocallable Growth ETF CAGE Stock Holding History

Gladstone Institutional Advisory’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 		$2.56M Buy
+92,387
New +$2.5M 0.08% 248

Other funds holding CAGE

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
EIP
Essential Investment Partners Englewood, Colorado $125M AUM
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Gladstone Institutional Advisory's CAGE Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q2 2026: 92,387 shares worth $2.56M. The stake represents 0.08% of the portfolio and ranks #248 among its holdings.

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

  • Gladstone Institutional Advisory held 92,387 shares of Calamos Autocallable Growth ETF worth $2.56M as of Q2 2026.
  • Calamos Autocallable Growth ETF was a new Gladstone Institutional Advisory position in Q2 2026.
  • Calamos Autocallable Growth ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #248 holding.
  • 11 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.