JY
CGO

Jeff Yass’s Calamos Global Total Return Fund CGO Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-15,607
Closed -$183K – 12529
2025
Q2 		$183K Buy
+15,607
New +$168K ﹤0.01% 11302
2025
Q1 		– Sell
-13,081
Closed -$149K – 12557
2024
Q4 		$149K Buy
+13,081
New +$156K ﹤0.01% 11028
2019
Q4 		– Sell
-12,396
Closed -$150K – 9776
2019
Q3 		$150K Buy
+12,396
New +$155K ﹤0.01% 9324

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return

Jeff Yass's CGO Position: Q3 2025 in Review

Jeff Yass sold out of Calamos Global Total Return Fund (CGO) in Q3 2025, closing a stake of 15,607 shares — an estimated $183K sold.

Jeff Yass first reported a position in CGO in Q3 2019 and held it in 3 quarters. The position peaked at $183K in Q2 2025. 39 funds tracked by Wall St. Rank hold CGO as of Q3 2025.

  • Jeff Yass reported no remaining Calamos Global Total Return Fund position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 15,607 Calamos Global Total Return Fund shares in Q3 2025, an estimated $183K.
  • Jeff Yass first reported a position in Calamos Global Total Return Fund in Q3 2019 and held it in 3 quarters.
  • Jeff Yass's Calamos Global Total Return Fund position peaked at $183K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.