NewCorp Financial Services’s Calamos Autocallable Growth ETF CAGE Stock Holding History

NewCorp Financial Services’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	$3.03M	Buy	+105,737	New	+$3.01M	2.29%	14

Other funds holding CAGE

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 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

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

NewCorp Financial Services's CAGE Position: Q3 2026 in Review

NewCorp Financial Services opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q3 2026: 105,737 shares worth $3.03M. The stake represents 2.29% of the portfolio and ranks #14 among its holdings.

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

NewCorp Financial Services held 105,737 shares of Calamos Autocallable Growth ETF worth $3.03M as of Q3 2026.
Calamos Autocallable Growth ETF was a new NewCorp Financial Services position in Q3 2026.
Calamos Autocallable Growth ETF made up 2.29% of NewCorp Financial Services's portfolio in Q3 2026, its #14 holding.
14 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q3 2026.

Based on NewCorp Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.