AIP
CGO

Ahrens Investment Partners’s Calamos Global Total Return Fund CGO Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$81.3K Buy
+8,649
New +$84K 0.04% 247
2022
Q3 		– Sell
-8,359
Closed -$89K – 281
2022
Q2 		$89K Buy
8,359
+158
+2% +$1.96K 0.04% 241
2022
Q1 		$118K Buy
8,201
+6,682
+440% +$93.9K 0.04% 246
2021
Q4 		$23K Buy
+1,519
New +$23.8K 0.01% 545

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ahrens Investment Partners's CGO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Calamos Global Total Return Fund (CGO) in Q1 2023: 8,649 shares worth $81.3K. The stake represents 0.04% of the portfolio and ranks #247 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CGO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CGO in Q4 2021 and has held it in 4 quarters since. The position peaked at $118K in Q1 2022. 31 funds tracked by Wall St. Rank hold CGO as of Q1 2023.

  • Ahrens Investment Partners held 8,649 shares of Calamos Global Total Return Fund worth $81.3K as of Q1 2023.
  • Calamos Global Total Return Fund was a new Ahrens Investment Partners position in Q1 2023.
  • Calamos Global Total Return Fund made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #247 holding.
  • Ahrens Investment Partners first reported a position in Calamos Global Total Return Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Calamos Global Total Return Fund position peaked at $118K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.