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Disclosery

CGO CALAMOS GLOBAL TOTAL RETURN

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COM SH BEN INT (common), issuer CIK 1285650

39 managers (39 13F filers) reported a position in CGO shares at 2025-12-31, 2,257,521 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
39
13F filers
39
New
3
Added
15
Reduced
14
Sold out
3
Shares held by filers
2,257,521

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY435,670$4.96M<0.01%+10,77713F-HR/ATimelineGroup
LPL Financial LLC213,039$2.43M<0.01%-12,59013F-HRTimeline
Shaker Financial Services, LLC183,144$2.1M0.67%-31,18813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC175,618$2M0.03%-4,91513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC172,012$1.96M0.01%+2,90213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC163,045$1.86M<0.01%-3,24613F-HRTimelineGroup
Integrated Wealth Concepts LLC158,611$1.81M0.02%-13,75613F-HRTimeline
Advisors Asset Management, Inc.107,333$1.22M0.02%-4,14413F-HR/ATimeline
Prairie Wealth Advisors, Inc.0$1.01M0.43%-88,57513F-HRTimelineAmount filed as zero, left out of ratios.
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC76,672$873K0.01%-14,43913F-HRTimelineGroup
UBS Group AGin group UBS Group AG73,348$835K<0.01%-11,38613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.57,277$652K<0.01%+27,19013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.49,700$566K0.01%-2,70913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management47,583$542K0.01%+2,59113F-HRTimelineGroup
PMG Family Office LLC43,468$495K0.57%-1,24713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.40,293$459K<0.01%+21,56113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,203$424K<0.01%+29113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,720$316K<0.01%+15,86913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,459$301K<0.01%-1,27913F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC20,576$234K0.07%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,097$229K<0.01%+41713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,997$194K<0.01%+13613F-HRTimelineGroup
NewEdge Advisors, LLC16,300$186K<0.01%-1,00013F-HRTimeline
Cambridge Investment Research Advisors,…12,356$141K<0.01%+8613F-HRTimeline
Retirement Planning Group, LLC11,263$128K<0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,498$120K0.01%+213F-HRTimeline
Beacon Pointe Advisors, LLC10,242$117K<0.01%new13F-HRTimeline
Cetera Investment Advisers10,068$115K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,445$108K<0.01%+42613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,041$68.8K<0.01%+113F-HRTimelineGroup
Allworth Financial LP6,001$68.4K<0.01%013F-HRTimeline
COMERICA BANK5,643$64.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC5,615$64K<0.01%+1,50013F-HRTimeline
LANARK FINANCIAL, INC.4,524$51.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,905$22K<0.01%013F-HRTimelineGroup
ORG Partners LLC1,500$17.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.200$2.28K<0.01%-20013F-HRTimeline
Golden State Wealth Management, LLC54$621<0.01%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$11<0.01%013F-HRTimelineGroup