HWP
CGO

Highline Wealth Partners’s Calamos Global Total Return Fund CGO Stock Holding History

Highline Wealth Partners’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 		– Sell
-250
Closed -$2.79K – 1425
2026
Q1 		$2.79K Buy
+250
New +$2.99K ﹤0.01% 948

Other funds holding CGO

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners's CGO Position: Q2 2026 in Review

Highline Wealth Partners sold out of Calamos Global Total Return Fund (CGO) in Q2 2026, closing a stake of 250 shares — an estimated $2.79K sold.

Highline Wealth Partners first reported a position in CGO in Q1 2026 and held it in 1 quarter. The position peaked at $2.79K in Q1 2026. 6 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

  • Highline Wealth Partners reported no remaining Calamos Global Total Return Fund position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 250 Calamos Global Total Return Fund shares in Q2 2026, an estimated $2.79K.
  • Highline Wealth Partners first reported a position in Calamos Global Total Return Fund in Q1 2026 and held it in 1 quarter.
  • Highline Wealth Partners's Calamos Global Total Return Fund position peaked at $2.79K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.