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Advisory Solutions Group’s Calamos Global Total Return Fund CGO Stock Holding History

Advisory Solutions Group’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$719K Buy
55,711
+3,330
+6% +$43.4K 0.15% 131
2026
Q2 		$716K Buy
+52,381
New +$688K 0.24% 88

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Prairie Wealth Advisors
Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Advisory Solutions Group's CGO Position: Q3 2026 in Review

Advisory Solutions Group increased its Calamos Global Total Return Fund (CGO) stake by 6.4% in Q3 2026, buying an estimated $43.4K and bringing the position to 55,711 shares worth $719K. The position accounts for 0.15% of the portfolio, ranked #131.

Advisory Solutions Group first reported a position in CGO in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CGO as of Q3 2026.

  • Advisory Solutions Group held 55,711 shares of Calamos Global Total Return Fund worth $719K as of Q3 2026.
  • Advisory Solutions Group bought 3,330 Calamos Global Total Return Fund shares in Q3 2026, an estimated $43.4K.
  • Calamos Global Total Return Fund made up 0.15% of Advisory Solutions Group's portfolio in Q3 2026, its #131 holding.
  • Advisory Solutions Group first reported a position in Calamos Global Total Return Fund in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.