WAM
CGO

Wolverine Asset Management’s Calamos Global Total Return Fund CGO Stock Holding History

Wolverine Asset Management’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 		$1.16M Buy
104,406
+27,734
+36% +$332K 0.01% 736
2025
Q4 		$873K Sell
76,672
-14,439
-16% -$168K 0.01% 821
2025
Q3 		$1.1M Sell
91,111
-78
-0.1% -$921 0.01% 711
2025
Q2 		$1.07M Buy
91,189
+24,337
+36% +$262K 0.01% 694
2025
Q1 		$691K Buy
+66,852
New +$743K 0.01% 785
2024
Q1 		– Sell
-60,494
Closed -$549K – 1707
2023
Q4 		$549K Buy
60,494
+59,313
+5,022% +$519K ﹤0.01% 859
2023
Q3 		$10.3K Sell
1,181
-54,064
-98% -$507K ﹤0.01% 1463
2023
Q2 		$536K Sell
55,245
-10,154
-16% -$94.4K 0.01% 821
2023
Q1 		$615K Buy
65,399
+14,620
+29% +$142K 0.01% 814
2022
Q4 		$448K Buy
+50,779
New +$467K ﹤0.01% 982
2022
Q1 		– Sell
-14,896
Closed -$229K – 2182
2021
Q4 		$229K Buy
+14,896
New +$234K ﹤0.01% 1195
2020
Q4 		– Sell
-32,675
Closed -$387K – 1659
2020
Q3 		$387K Buy
+32,675
New +$404K ﹤0.01% 798
2019
Q1 		– Sell
-92,876
Closed -$943K – 1410
2018
Q4 		$943K Buy
+92,876
New +$1.08M 0.01% 833
2015
Q4 		– Sell
-7,269
Closed -$81K – 1715
2015
Q3 		$81K Buy
+7,269
New +$91.9K ﹤0.01% 1145
2015
Q2 		– Sell
-18,956
Closed -$256K – 1852
2015
Q1 		$256K Buy
+18,956
New +$253K 0.01% 782
2014
Q1 		– Sell
-23,027
Closed -$322K – 2480
2013
Q4 		$322K Sell
23,027
-7,620
-25% -$105K 0.01% 941
2013
Q3 		$412K Buy
+30,647
New +$416K 0.01% 842

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
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Asset Management's CGO Position: Q1 2026 in Review

Wolverine Asset Management increased its Calamos Global Total Return Fund (CGO) stake by 36% in Q1 2026, buying an estimated $332K and bringing the position to 104,406 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #736.

Wolverine Asset Management first reported a position in CGO in Q3 2013 and has held it in 17 quarters since. 40 funds tracked by Wall St. Rank hold CGO as of Q1 2026.

  • Wolverine Asset Management held 104,406 shares of Calamos Global Total Return Fund worth $1.16M as of Q1 2026.
  • Wolverine Asset Management bought 27,734 Calamos Global Total Return Fund shares in Q1 2026, an estimated $332K.
  • Calamos Global Total Return Fund made up 0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #736 holding.
  • Wolverine Asset Management first reported a position in Calamos Global Total Return Fund in Q3 2013 and has held it in 17 quarters since.
  • 40 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.