Cetera Investment Advisers
CGO

Cetera Investment Advisers’s Calamos Global Total Return Fund CGO Stock Holding History

Cetera Investment Advisers’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
-10,068
Closed -$115K – 4831
2025
Q4 		$115K Buy
+10,068
New +$117K ﹤0.01% 4367

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

Cetera Investment Advisers's CGO Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Calamos Global Total Return Fund (CGO) in Q1 2026, closing a stake of 10,068 shares — an estimated $115K sold.

Cetera Investment Advisers first reported a position in CGO in Q4 2025 and held it in 1 quarter. The position peaked at $115K in Q4 2025. 40 funds tracked by Wall St. Rank hold CGO as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Calamos Global Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,068 Calamos Global Total Return Fund shares in Q1 2026, an estimated $115K.
  • Cetera Investment Advisers first reported a position in Calamos Global Total Return Fund in Q4 2025 and held it in 1 quarter.
  • Cetera Investment Advisers's Calamos Global Total Return Fund position peaked at $115K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.