New Wave Wealth Advisors’s Calamos Autocallable Growth ETF CAGE Stock Holding History

New Wave Wealth Advisors’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	$306K	Buy	+10,228	New	+$291K	0.08%	183

Other funds holding CAGE

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

New Wave Wealth Advisors's CAGE Position: Q3 2026 in Review

New Wave Wealth Advisors opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q3 2026: 10,228 shares worth $306K. The stake represents 0.08% of the portfolio and ranks #183 among its holdings.

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

New Wave Wealth Advisors held 10,228 shares of Calamos Autocallable Growth ETF worth $306K as of Q3 2026.
Calamos Autocallable Growth ETF was a new New Wave Wealth Advisors position in Q3 2026.
Calamos Autocallable Growth ETF made up 0.08% of New Wave Wealth Advisors's portfolio in Q3 2026, its #183 holding.
54 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.