IFWM
CAGE

Institute for Wealth Management’s Calamos Autocallable Growth ETF CAGE Stock Holding History

Institute for Wealth Management’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 		$10.4K Buy
+374
New +$10.1K ﹤0.01% 1311

Other funds holding CAGE

HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Institute for Wealth Management's CAGE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q2 2026: 374 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1311 among its holdings.

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

  • Institute for Wealth Management held 374 shares of Calamos Autocallable Growth ETF worth $10.4K as of Q2 2026.
  • Calamos Autocallable Growth ETF was a new Institute for Wealth Management position in Q2 2026.
  • Calamos Autocallable Growth ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1311 holding.
  • 27 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.