Newbridge Financial Services Group’s Calamos Global Total Return Fund CGO Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-1,103	Closed	-$13.3K	–	1235
2025 Q3	$13.3K	Buy	1,103 +495	+81%	+$5.84K	﹤0.01%	845
2025 Q2	$7.12K	Buy	+608	New	+$6.54K	﹤0.01%	962
2021 Q3	–	Sell	-33,335	Closed	-$540K	–	1420
2021 Q2	$540K	Buy	33,335 +10,661	+47%	+$170K	0.33%	66
2021 Q1	$338K	Buy	22,674 +14,914	+192%	+$231K	0.25%	100
2020 Q4	$114K	Buy	7,760 +7,152	+1,176%	+$95.3K	0.09%	205
2020 Q3	$7K	Buy	+608	New	+$7.53K	0.01%	745

Other funds holding CGO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Newbridge Financial Services Group's CGO Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Calamos Global Total Return Fund (CGO) in Q4 2025, closing a stake of 1,103 shares — an estimated $13.3K sold.

Newbridge Financial Services Group first reported a position in CGO in Q3 2020 and held it in 6 quarters. The position peaked at $540K in Q2 2021. 38 funds tracked by Wall St. Rank hold CGO as of Q4 2025.

Newbridge Financial Services Group reported no remaining Calamos Global Total Return Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,103 Calamos Global Total Return Fund shares in Q4 2025, an estimated $13.3K.
Newbridge Financial Services Group first reported a position in Calamos Global Total Return Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's Calamos Global Total Return Fund position peaked at $540K in Q2 2021.
38 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.