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CGO

NewEdge Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

NewEdge Advisors’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 		$149K Sell
10,900
-2,300
-17% -$30.2K ﹤0.01% 2843
2026
Q1 		$147K Sell
13,200
-3,100
-19% -$37.1K ﹤0.01% 2670
2025
Q4 		$186K Sell
16,300
-1,000
-6% -$11.6K ﹤0.01% 2599
2025
Q3 		$208K Buy
17,300
+1,100
+7% +$13K ﹤0.01% 2393
2025
Q2 		$190K Sell
16,200
-600
-4% -$6.45K ﹤0.01% 2236
2025
Q1 		$174K Hold
16,800
– – ﹤0.01% 2144
2024
Q4 		$191K Sell
16,800
-2,300
-12% -$27.4K ﹤0.01% 2098
2024
Q3 		$228K Buy
19,100
+2,400
+14% +$27.6K ﹤0.01% 1937
2024
Q2 		$185K Buy
16,700
+800
+5% +$8.35K ﹤0.01% 1940
2024
Q1 		$165K Sell
15,900
-6,809
-30% -$65.9K ﹤0.01% 1908
2023
Q4 		$208K Sell
22,709
-4,197
-16% -$36.7K ﹤0.01% 1701
2023
Q3 		$235K Buy
26,906
+3,006
+13% +$28.2K ﹤0.01% 1561
2023
Q2 		$232K Buy
23,900
+800
+3% +$7.43K ﹤0.01% 1576
2023
Q1 		$210K Sell
23,100
-1,500
-6% -$14.6K ﹤0.01% 1524
2022
Q4 		$217K Buy
24,600
+2,244
+10% +$20.7K 0.01% 1153
2022
Q3 		$219K Buy
22,356
+2,809
+14% +$32K ﹤0.01% 1334
2022
Q2 		$208K Buy
19,547
+3,109
+19% +$38.6K ﹤0.01% 1381
2022
Q1 		$237K Buy
16,438
+5,107
+45% +$71.8K ﹤0.01% 999
2021
Q4 		$174K Buy
+11,331
New +$178K ﹤0.01% 1542

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's CGO Position: Q2 2026 in Review

NewEdge Advisors reduced its Calamos Global Total Return Fund (CGO) stake by 17% in Q2 2026, selling an estimated $30.2K and leaving 10,900 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

NewEdge Advisors first reported a position in CGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $237K in Q1 2022. 45 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

  • NewEdge Advisors held 10,900 shares of Calamos Global Total Return Fund worth $149K as of Q2 2026.
  • NewEdge Advisors sold 2,300 Calamos Global Total Return Fund shares in Q2 2026, an estimated $30.2K.
  • Calamos Global Total Return Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2843 holding.
  • NewEdge Advisors first reported a position in Calamos Global Total Return Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Calamos Global Total Return Fund position peaked at $237K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.