BPA
CGO

Beacon Pointe Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

Beacon Pointe 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
-10,242
Closed -$117K – 1846
2025
Q4 		$117K Buy
+10,242
New +$119K ﹤0.01% 1465

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

Beacon Pointe Advisors's CGO Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of Calamos Global Total Return Fund (CGO) in Q1 2026, closing a stake of 10,242 shares — an estimated $117K sold.

Beacon Pointe Advisors first reported a position in CGO in Q4 2025 and held it in 1 quarter. The position peaked at $117K in Q4 2025. 40 funds tracked by Wall St. Rank hold CGO as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining Calamos Global Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,242 Calamos Global Total Return Fund shares in Q1 2026, an estimated $117K.
  • Beacon Pointe Advisors first reported a position in Calamos Global Total Return Fund in Q4 2025 and held it in 1 quarter.
  • Beacon Pointe Advisors's Calamos Global Total Return Fund position peaked at $117K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.