Steward Partners Investment Advisory’s Calamos Global Total Return Fund CGO Stock Holding History

Steward Partners Investment Advisory’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	$156K	Buy	11,419 +710	+7%	+$9.33K	﹤0.01%	2358
2026 Q1	$119K	Buy	10,709 +1,264	+13%	+$15.1K	﹤0.01%	2281
2025 Q4	$108K	Buy	9,445 +426	+5%	+$4.95K	﹤0.01%	2252
2025 Q3	$109K	Sell	9,019 -346	-4%	-$4.08K	﹤0.01%	2186
2025 Q2	$110K	Hold	9,365	–	–	﹤0.01%	2058
2025 Q1	$96.7K	Sell	9,365 -2,644	-22%	-$29.4K	﹤0.01%	2031
2024 Q4	$137K	Sell	12,009 -144	-1%	-$1.71K	﹤0.01%	1816
2024 Q3	$145K	Buy	12,153 +11,382	+1,476%	+$131K	﹤0.01%	1681
2024 Q2	$8.54K	Hold	771	–	–	﹤0.01%	2872
2024 Q1	$8.02K	Hold	771	–	–	﹤0.01%	2892
2023 Q4	$7K	Hold	771	–	–	﹤0.01%	2840
2023 Q3	$6.75K	Hold	771	–	–	﹤0.01%	2721
2023 Q2	$7.48K	Hold	771	–	–	﹤0.01%	2661
2023 Q1	$7.25K	Hold	771	–	–	﹤0.01%	2661
2022 Q4	$6.81K	Hold	771	–	–	﹤0.01%	2667
2022 Q3	$8K	Hold	771	–	–	﹤0.01%	2604
2022 Q2	$8K	Hold	771	–	–	﹤0.01%	2589
2022 Q1	$11K	Hold	771	–	–	﹤0.01%	2608
2021 Q4	$12K	Hold	771	–	–	﹤0.01%	2521
2021 Q3	$12K	Hold	771	–	–	﹤0.01%	2531
2021 Q2	$12K	Sell	771 -1,813	-70%	-$28.9K	﹤0.01%	5711
2021 Q1	$38.5K	Buy	2,584 +1,813	+235%	+$28.1K	﹤0.01%	2121
2020 Q4	$11K	Hold	771	–	–	﹤0.01%	2260
2020 Q3	$9K	Hold	771	–	–	﹤0.01%	2168
2020 Q2	$9K	Hold	771	–	–	﹤0.01%	2064
2020 Q1	$7K	Hold	771	–	–	﹤0.01%	1956
2019 Q4	$10K	Hold	771	–	–	﹤0.01%	2000
2019 Q3	$9K	Hold	771	–	–	﹤0.01%	2025
2019 Q2	$9K	Buy	+771	New	+$9.84K	﹤0.01%	2011
2018 Q4	–	Sell	-1,412	Closed	-$20K	–	974
2018 Q3	$20K	Hold	1,412	–	–	﹤0.01%	1549
2018 Q2	$20K	Hold	1,412	–	–	﹤0.01%	1465
2018 Q1	$20K	Hold	1,412	–	–	﹤0.01%	1327
2017 Q4	$21K	Hold	1,412	–	–	﹤0.01%	1092
2017 Q3	$18K	Hold	1,412	–	–	﹤0.01%	964
2017 Q2	$18K	Hold	1,412	–	–	﹤0.01%	895
2017 Q1	$16K	Buy	+1,412	New	+$16.1K	﹤0.01%	812

Other funds holding CGO

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 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's CGO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Calamos Global Total Return Fund (CGO) stake by 6.6% in Q2 2026, buying an estimated $9.33K and bringing the position to 11,419 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

Steward Partners Investment Advisory first reported a position in CGO in Q1 2017 and has held it in 36 quarters since. 45 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

Steward Partners Investment Advisory held 11,419 shares of Calamos Global Total Return Fund worth $156K as of Q2 2026.
Steward Partners Investment Advisory bought 710 Calamos Global Total Return Fund shares in Q2 2026, an estimated $9.33K.
Calamos Global Total Return Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2358 holding.
Steward Partners Investment Advisory first reported a position in Calamos Global Total Return Fund in Q1 2017 and has held it in 36 quarters since.
45 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.