CA
CGO

Continuum Advisory’s Calamos Global Total Return Fund CGO Stock Holding History

Continuum Advisory’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 		$56.6K Buy
+4,140
New +$54.4K ﹤0.01% 772

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

Continuum Advisory's CGO Position: Q2 2026 in Review

Continuum Advisory opened a new position in Calamos Global Total Return Fund (CGO) in Q2 2026: 4,140 shares worth $56.6K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

45 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

  • Continuum Advisory held 4,140 shares of Calamos Global Total Return Fund worth $56.6K as of Q2 2026.
  • Calamos Global Total Return Fund was a new Continuum Advisory position in Q2 2026.
  • Calamos Global Total Return Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #772 holding.
  • 45 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.