Cambridge Investment Research Advisors
CGO

Cambridge Investment Research Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

Cambridge Investment Research 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
Q2 		$168K Sell
12,270
-79
-0.6% -$1.04K ﹤0.01% 3869
2026
Q1 		$138K Sell
12,349
-7
-0.1% -$84 ﹤0.01% 3748
2025
Q4 		$141K Buy
12,356
+86
+0.7% +$1K ﹤0.01% 3651
2025
Q3 		$148K Hold
12,270
– – ﹤0.01% 3549
2025
Q2 		$144K Sell
12,270
-748
-6% -$8.04K ﹤0.01% 3422
2025
Q1 		$134K Sell
13,018
-1,350
-9% -$15K ﹤0.01% 3300
2024
Q4 		$164K Buy
+14,368
New +$171K ﹤0.01% 3234

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors's CGO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Calamos Global Total Return Fund (CGO) stake by 0.64% in Q2 2026, selling an estimated $1.04K and leaving 12,270 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #3869.

Cambridge Investment Research Advisors first reported a position in CGO in Q4 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

  • Cambridge Investment Research Advisors held 12,270 shares of Calamos Global Total Return Fund worth $168K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 79 Calamos Global Total Return Fund shares in Q2 2026, an estimated $1.04K.
  • Calamos Global Total Return Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3869 holding.
  • Cambridge Investment Research Advisors first reported a position in Calamos Global Total Return Fund in Q4 2024 and has held it in 7 quarters since.
  • 45 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.