PFO
CGO

PMG Family Office’s Calamos Global Total Return Fund CGO Stock Holding History

PMG Family Office’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 		$639K Buy
46,760
+1,062
+2% +$13.9K 0.59% 59
2026
Q1 		$510K Buy
45,698
+2,230
+5% +$26.7K 0.57% 65
2025
Q4 		$495K Sell
43,468
-1,247
-3% -$14.5K 0.57% 68
2025
Q3 		$538K Buy
+44,715
New +$528K 0.6% 61

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

PMG Family Office's CGO Position: Q2 2026 in Review

PMG Family Office increased its Calamos Global Total Return Fund (CGO) stake by 2.3% in Q2 2026, buying an estimated $13.9K and bringing the position to 46,760 shares worth $639K. The position accounts for 0.59% of the portfolio, ranked #59.

PMG Family Office first reported a position in CGO in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

  • PMG Family Office held 46,760 shares of Calamos Global Total Return Fund worth $639K as of Q2 2026.
  • PMG Family Office bought 1,062 Calamos Global Total Return Fund shares in Q2 2026, an estimated $13.9K.
  • Calamos Global Total Return Fund made up 0.59% of PMG Family Office's portfolio in Q2 2026, its #59 holding.
  • PMG Family Office first reported a position in Calamos Global Total Return Fund in Q3 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.