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

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

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

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 $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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.

38 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.
38 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.