Haven Private’s Calamos Autocallable Growth ETF CAGE Stock Holding History

Haven Private’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	$1.08M	Buy	+37,816	New	+$1.08M	0.43%	54

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

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

Commerce Advisors Memphis, Tennessee $212M AUM

Haven Private's CAGE Position: Q3 2026 in Review

Haven Private opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q3 2026: 37,816 shares worth $1.08M. The stake represents 0.43% of the portfolio and ranks #54 among its holdings.

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

Haven Private held 37,816 shares of Calamos Autocallable Growth ETF worth $1.08M as of Q3 2026.
Calamos Autocallable Growth ETF was a new Haven Private position in Q3 2026.
Calamos Autocallable Growth ETF made up 0.43% of Haven Private's portfolio in Q3 2026, its #54 holding.
26 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q3 2026.

Based on Haven Private's 13F filing for Q3 2026, filed 27 Oct 2026.