Carson Wealth (CWM LLC)
CGO

Carson Wealth (CWM LLC)’s Calamos Global Total Return Fund CGO Stock Holding History

Carson Wealth (CWM LLC)’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 		$31.4K Buy
2,815
+910
+48% +$10.9K ﹤0.01% 4129
2025
Q4 		$22K Hold
1,905
– – ﹤0.01% 4110
2025
Q3 		$23K Hold
1,905
– – ﹤0.01% 4029
2025
Q2 		$22K Hold
1,905
– – ﹤0.01% 3839
2025
Q1 		$20K Sell
1,905
-202
-10% -$2.25K ﹤0.01% 3662
2024
Q4 		$24K Sell
2,107
-119
-5% -$1.42K ﹤0.01% 3307
2024
Q3 		$27K Sell
2,226
-386
-15% -$4.44K ﹤0.01% 3169
2024
Q2 		$29K Buy
2,612
+152
+6% +$1.59K ﹤0.01% 2856
2024
Q1 		$26K Buy
2,460
+405
+20% +$3.92K ﹤0.01% 2725
2023
Q4 		$19K Buy
2,055
+2
+0.1% +$18 ﹤0.01% 2794
2023
Q3 		$18K Hold
2,053
– – ﹤0.01% 2735
2023
Q2 		$20K Buy
2,053
+265
+15% +$2.46K ﹤0.01% 2629
2023
Q1 		$17K Buy
1,788
+48
+3% +$466 ﹤0.01% 2607
2022
Q4 		$15K Buy
1,740
+4
+0.2% +$37 ﹤0.01% 2543
2022
Q3 		$17K Buy
1,736
+45
+3% +$512 ﹤0.01% 2322
2022
Q2 		$18K Buy
1,691
+1,212
+253% +$15K ﹤0.01% 2180
2022
Q1 		$7K Buy
+479
New +$6.73K ﹤0.01% 2671

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Calamos Global Total Return Fund (CGO) stake by 48% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,815 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

Carson Wealth (CWM LLC) first reported a position in CGO in Q1 2022 and has held it in 17 quarters since. 40 funds tracked by Wall St. Rank hold CGO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,815 shares of Calamos Global Total Return Fund worth $31.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 910 Calamos Global Total Return Fund shares in Q1 2026, an estimated $10.9K.
  • Calamos Global Total Return Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4129 holding.
  • Carson Wealth (CWM LLC) first reported a position in Calamos Global Total Return Fund in Q1 2022 and has held it in 17 quarters since.
  • 40 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.