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

Clearstead 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
2022
Q1 		– Sell
-1,000
Closed -$15K – 1385
2021
Q4 		$15K Buy
+1,000
New +$15.7K ﹤0.01% 872

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CMS
Capital Market Strategies Palm Beach Gardens, Florida $144M AUM 23.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors's CGO Position: Q1 2022 in Review

Clearstead Advisors sold out of Calamos Global Total Return Fund (CGO) in Q1 2022, closing a stake of 1,000 shares — an estimated $15K sold.

Clearstead Advisors first reported a position in CGO in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 24 funds tracked by Wall St. Rank hold CGO as of Q1 2022.

  • Clearstead Advisors reported no remaining Calamos Global Total Return Fund position as of Q1 2022 after selling out during the quarter.
  • Clearstead Advisors sold 1,000 Calamos Global Total Return Fund shares in Q1 2022, an estimated $15K.
  • Clearstead Advisors first reported a position in Calamos Global Total Return Fund in Q4 2021 and held it in 1 quarter.
  • Clearstead Advisors's Calamos Global Total Return Fund position peaked at $15K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2022.

Based on Clearstead Advisors's 13F filing for Q1 2022, filed 4 May 2022.