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Disclosery

CGO CALAMOS GLOBAL TOTAL RETURN

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COM SH BEN INT (fund), issuer CIK 1285650

41 managers (41 13F filers) reported a position in CGO shares at 2026-03-31, 2,346,655 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
41
13F filers
41
New
7
Added
18
Reduced
10
Sold out
3
Shares held by filers
2,346,655

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY450,851$5.03M<0.01%+15,18113F-HRTimelineGroup
Shaker Financial Services, LLC216,894$2.42M0.84%+33,75013F-HRTimeline
LPL Financial LLC208,799$2.33M<0.01%-4,24013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC175,624$1.96M0.03%+613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC164,567$1.83M<0.01%+1,52213F-HRTimelineGroup
Integrated Wealth Concepts LLC158,611$1.77M0.01%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC138,849$1.55M0.01%-33,16313F-HRTimelineGroup
Advisors Asset Management, Inc.107,376$1.2M0.02%+4313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC104,406$1.16M0.02%+27,73413F-HRTimelineGroup
Prairie Wealth Advisors, Inc.0$988K0.43%013F-HRTimelineAmount filed as zero, left out of ratios.
UBS Group AGin group UBS Group AG73,065$815K<0.01%-28313F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.64,457$719K<0.01%+7,18013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management48,760$544K0.01%+1,17713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.48,020$535K0.01%-1,68013F-HRTimeline
PMG Family Office LLC45,698$510K0.57%+2,23013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.44,002$491K<0.01%+3,70913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,050$424K<0.01%+84713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,008$279K<0.01%-1,45113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,708$264K<0.01%-4,01213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,652$253K<0.01%+5,65513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,533$251K<0.01%+2,43613F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC20,576$229K0.07%013F-HRTimeline
Logan Stone Capital, LLC19,103$213K0.06%new13F-HRTimeline
Retirement Planning Group, LLC18,083$202K0.01%+6,82013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,725$186K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC13,200$147K<0.01%-3,10013F-HR/ATimeline
Cambridge Investment Research Advisors,…12,349$138K<0.01%-713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,328$126K<0.01%+5,28713F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS10,777$120K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…10,709$119K<0.01%+1,26413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,066$78.8K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,643$62.9K<0.01%new13F-HRTimelineGroup
Allworth Financial LP5,000$55.8K<0.01%-1,00113F-HRTimeline
LANARK FINANCIAL, INC.4,524$50.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC4,275$47.7K<0.01%-1,34013F-HRTimeline
CWM, LLCin group CWM, LLC2,815$31.4K<0.01%+91013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors2,046$22K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC250$2.79K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.200$2.23K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC55$620<0.01%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$11<0.01%013F-HRTimelineGroup