Stifel Financial
CGO

Stifel Financial’s Calamos Global Total Return Fund CGO Stock Holding History

Stifel Financial’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
Q1 		$251K Buy
22,533
+2,436
+12% +$29.1K ﹤0.01% 3294
2025
Q4 		$229K Buy
20,097
+417
+2% +$4.85K ﹤0.01% 3313
2025
Q3 		$237K Buy
19,680
+889
+5% +$10.5K ﹤0.01% 3253
2025
Q2 		$220K Buy
+18,791
New +$202K ﹤0.01% 3219

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

Stifel Financial's CGO Position: Q1 2026 in Review

Stifel Financial increased its Calamos Global Total Return Fund (CGO) stake by 12% in Q1 2026, buying an estimated $29.1K and bringing the position to 22,533 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #3294.

Stifel Financial first reported a position in CGO in Q2 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold CGO as of Q1 2026.

  • Stifel Financial held 22,533 shares of Calamos Global Total Return Fund worth $251K as of Q1 2026.
  • Stifel Financial bought 2,436 Calamos Global Total Return Fund shares in Q1 2026, an estimated $29.1K.
  • Calamos Global Total Return Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3294 holding.
  • Stifel Financial first reported a position in Calamos Global Total Return Fund in Q2 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.