Avantax Advisory Services’s Calamos Global Total Return Fund CGO Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-11,200	Closed	-$105K	–	1516
2023 Q1	$105K	Buy	+11,200	New	+$109K	﹤0.01%	1421
2019 Q2	–	Sell	-10,062	Closed	-$123K	–	519
2019 Q1	$123K	Buy	+10,062	New	+$116K	0.01%	476

Other funds holding CGO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's CGO Position: Q2 2023 in Review

Avantax Advisory Services sold out of Calamos Global Total Return Fund (CGO) in Q2 2023, closing a stake of 11,200 shares — an estimated $105K sold.

Avantax Advisory Services first reported a position in CGO in Q1 2019 and held it in 2 quarters. The position peaked at $123K in Q1 2019. 29 funds tracked by Wall St. Rank hold CGO as of Q2 2023.

Avantax Advisory Services reported no remaining Calamos Global Total Return Fund position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 11,200 Calamos Global Total Return Fund shares in Q2 2023, an estimated $105K.
Avantax Advisory Services first reported a position in Calamos Global Total Return Fund in Q1 2019 and held it in 2 quarters.
Avantax Advisory Services's Calamos Global Total Return Fund position peaked at $123K in Q1 2019.
29 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.