GoalVest Advisory’s Calamos Autocallable Growth ETF CAGE Stock Holding History

GoalVest 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 Q3	$126K	Buy	+4,409	New	+$125K	0.02%	145

Other funds holding CAGE

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

NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 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

GoalVest Advisory's CAGE Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q3 2026: 4,409 shares worth $126K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings.

26 funds tracked by Wall St. Rank hold CAGE as of Q3 2026.

GoalVest Advisory held 4,409 shares of Calamos Autocallable Growth ETF worth $126K as of Q3 2026.
Calamos Autocallable Growth ETF was a new GoalVest Advisory position in Q3 2026.
Calamos Autocallable Growth ETF made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #145 holding.
26 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.