TRCT
CGO

Tower Research Capital (TRC)’s Calamos Global Total Return Fund CGO Stock Holding History

Tower Research Capital (TRC)’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
2024
Q4 		– Sell
-2,185
Closed -$26.1K – 5716
2024
Q3 		$26.1K Buy
+2,185
New +$25.1K ﹤0.01% 3087
2022
Q3 		– Sell
-100
Closed -$1K – 6097
2022
Q2 		$1K Buy
+100
New +$1.24K ﹤0.01% 5750
2020
Q1 		– Sell
-200
Closed -$3K – 3119
2019
Q4 		$3K Buy
200
+44
+28% +$555 ﹤0.01% 2883
2019
Q3 		$2K Buy
+156
New +$1.96K ﹤0.01% 3660
2017
Q3 		– Sell
-70
Closed -$1K – 3804
2017
Q2 		$1K Buy
+70
New +$889 ﹤0.01% 2462
2016
Q1 		– Sell
-162
Closed -$2K – 4178
2015
Q4 		$2K Buy
+162
New +$1.89K ﹤0.01% 3700
2015
Q3 		– Sell
-1,000
Closed -$13K – 4059
2015
Q2 		$13K Buy
+1,000
New +$13.8K ﹤0.01% 2456
2015
Q1 		– Sell
-21
Closed – – 4432
2014
Q4 		$0 Buy
+21
New +$283 ﹤0.01% 4071
2014
Q2 		– Sell
-100
Closed -$1K – 4066
2014
Q1 		$1K Sell
100
-300
-75% -$4.34K ﹤0.01% 4116
2013
Q4 		$6K Buy
+400
New +$5.5K ﹤0.01% 3382
2013
Q3 		– Sell
-200
Closed -$3K – 4570
2013
Q2 		$3K Buy
+200
New +$2.86K ﹤0.01% 3259

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

Tower Research Capital (TRC)'s CGO Position: Q4 2024 in Review

Tower Research Capital (TRC) sold out of Calamos Global Total Return Fund (CGO) in Q4 2024, closing a stake of 2,185 shares — an estimated $26.1K sold.

Tower Research Capital (TRC) first reported a position in CGO in Q2 2013 and held it in 11 quarters. The position peaked at $26.1K in Q3 2024. 36 funds tracked by Wall St. Rank hold CGO as of Q4 2024.

  • Tower Research Capital (TRC) reported no remaining Calamos Global Total Return Fund position as of Q4 2024 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 2,185 Calamos Global Total Return Fund shares in Q4 2024, an estimated $26.1K.
  • Tower Research Capital (TRC) first reported a position in Calamos Global Total Return Fund in Q2 2013 and held it in 11 quarters.
  • Tower Research Capital (TRC)'s Calamos Global Total Return Fund position peaked at $26.1K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q4 2024.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2024, filed 13 Feb 2025.