Highline Wealth Partners
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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
Q3 		$2.97K Buy
+230
New +$3K ﹤0.01% 1072
2026
Q2 		– Sell
-250
Closed -$2.79K – 1425
2026
Q1 		$2.79K Buy
+250
New +$2.99K ﹤0.01% 948

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Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Gilliland Jeter Wealth Management
Gilliland Jeter Wealth Management Little Rock, Arkansas $395M AUM 28.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Highline Wealth Partners's CGO Position: Q3 2026 in Review

Highline Wealth Partners opened a new position in Calamos Global Total Return Fund (CGO) in Q3 2026: 230 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in CGO as recently as Q1 2026.

Highline Wealth Partners first reported a position in CGO in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold CGO as of Q3 2026.

  • Highline Wealth Partners held 230 shares of Calamos Global Total Return Fund worth $2.97K as of Q3 2026.
  • Calamos Global Total Return Fund was a new Highline Wealth Partners position in Q3 2026.
  • Calamos Global Total Return Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1072 holding.
  • Highline Wealth Partners first reported a position in Calamos Global Total Return Fund in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.