BCA
CGO

Bay Colony Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

Bay Colony Advisors’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 		– Sell
-10,498
Closed -$120K – 499
2025
Q4 		$120K Buy
10,498
+2
+0% +$23 0.01% 489
2025
Q3 		$126K Buy
+10,496
New +$124K 0.01% 495

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

Bay Colony Advisors's CGO Position: Q1 2026 in Review

Bay Colony Advisors sold out of Calamos Global Total Return Fund (CGO) in Q1 2026, closing a stake of 10,498 shares — an estimated $120K sold.

Bay Colony Advisors first reported a position in CGO in Q3 2025 and held it in 2 quarters. The position peaked at $126K in Q3 2025. 40 funds tracked by Wall St. Rank hold CGO as of Q1 2026.

  • Bay Colony Advisors reported no remaining Calamos Global Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • Bay Colony Advisors sold 10,498 Calamos Global Total Return Fund shares in Q1 2026, an estimated $120K.
  • Bay Colony Advisors first reported a position in Calamos Global Total Return Fund in Q3 2025 and held it in 2 quarters.
  • Bay Colony Advisors's Calamos Global Total Return Fund position peaked at $126K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2026.

Based on Bay Colony Advisors's 13F filing for Q1 2026, filed 5 May 2026.