AG
CGO

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

AmeriFlex 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
Q1 		$2.23K Hold
200
– – ﹤0.01% 950
2025
Q4 		$2.28K Sell
200
-200
-50% -$2.33K ﹤0.01% 985
2025
Q3 		$4.82K Buy
+400
New +$4.72K ﹤0.01% 920
2025
Q2 		– Sell
-200
Closed -$2.07K – 1095
2025
Q1 		$2.07K Hold
200
– – ﹤0.01% 1134
2024
Q4 		$2.27K Buy
+200
New +$2.38K ﹤0.01% 1026

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

AmeriFlex Group's CGO Position: Q1 2026 in Review

AmeriFlex Group held its Calamos Global Total Return Fund (CGO) position steady in Q1 2026 at 200 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

AmeriFlex Group first reported a position in CGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.82K in Q3 2025. 40 funds tracked by Wall St. Rank hold CGO as of Q1 2026.

  • AmeriFlex Group held 200 shares of Calamos Global Total Return Fund worth $2.23K as of Q1 2026.
  • AmeriFlex Group left its Calamos Global Total Return Fund share count unchanged in Q1 2026.
  • Calamos Global Total Return Fund made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #950 holding.
  • AmeriFlex Group first reported a position in Calamos Global Total Return Fund in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's Calamos Global Total Return Fund position peaked at $4.82K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.