AWM
CGO

Ariadne Wealth Management’s Calamos Global Total Return Fund CGO Stock Holding History

Ariadne Wealth Management’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
2025
Q2 		– Sell
-4,327
Closed -$204K – 232
2025
Q1 		$204K Buy
+4,327
New +$48.1K 0.11% 202

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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Ariadne Wealth Management's CGO Position: Q2 2025 in Review

Ariadne Wealth Management sold out of Calamos Global Total Return Fund (CGO) in Q2 2025, closing a stake of 4,327 shares — an estimated $204K sold.

Ariadne Wealth Management first reported a position in CGO in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 39 funds tracked by Wall St. Rank hold CGO as of Q2 2025.

  • Ariadne Wealth Management reported no remaining Calamos Global Total Return Fund position as of Q2 2025 after selling out during the quarter.
  • Ariadne Wealth Management sold 4,327 Calamos Global Total Return Fund shares in Q2 2025, an estimated $204K.
  • Ariadne Wealth Management first reported a position in Calamos Global Total Return Fund in Q1 2025 and held it in 1 quarter.
  • Ariadne Wealth Management's Calamos Global Total Return Fund position peaked at $204K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2025.

Based on Ariadne Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.