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

SHP 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	$100K	Buy	+3,612	New	+$97.7K	0.01%	411

Other funds holding CAGE

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SHP Wealth Management's CAGE Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Calamos Autocallable Growth ETF (CAGE) in Q2 2026: 3,612 shares worth $100K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings.

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

SHP Wealth Management held 3,612 shares of Calamos Autocallable Growth ETF worth $100K as of Q2 2026.
Calamos Autocallable Growth ETF was a new SHP Wealth Management position in Q2 2026.
Calamos Autocallable Growth ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #411 holding.
38 funds tracked by Wall St. Rank held Calamos Autocallable Growth ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.