RPGK
CGO

Retirement Planning Group (Kansas)’s Calamos Global Total Return Fund CGO Stock Holding History

Retirement Planning Group (Kansas)’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 		$214K Sell
15,680
-2,403
-13% -$31.6K 0.01% 517
2026
Q1 		$202K Buy
18,083
+6,820
+61% +$81.6K 0.01% 473
2025
Q4 		$128K Buy
+11,263
New +$131K ﹤0.01% 417

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

Retirement Planning Group (Kansas)'s CGO Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Calamos Global Total Return Fund (CGO) stake by 13% in Q2 2026, selling an estimated $31.6K and leaving 15,680 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #517.

Retirement Planning Group (Kansas) first reported a position in CGO in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

  • Retirement Planning Group (Kansas) held 15,680 shares of Calamos Global Total Return Fund worth $214K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 2,403 Calamos Global Total Return Fund shares in Q2 2026, an estimated $31.6K.
  • Calamos Global Total Return Fund made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #517 holding.
  • Retirement Planning Group (Kansas) first reported a position in Calamos Global Total Return Fund in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.