IFWM
CGO

Institute for Wealth Management’s Calamos Global Total Return Fund CGO Stock Holding History

Institute for Wealth Management’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 		$19.8K Buy
+1,447
New +$19K ﹤0.01% 1134

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
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
GJWM
Gilliland Jeter Wealth Management Little Rock, Arkansas $382M AUM 34.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Institute for Wealth Management's CGO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Calamos Global Total Return Fund (CGO) in Q2 2026: 1,447 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings.

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

  • Institute for Wealth Management held 1,447 shares of Calamos Global Total Return Fund worth $19.8K as of Q2 2026.
  • Calamos Global Total Return Fund was a new Institute for Wealth Management position in Q2 2026.
  • Calamos Global Total Return Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1134 holding.
  • 12 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.