Retirement Planning Group, LLC
PensionPosition in CGO — Calamos Global Total Return Fund
CIK 1508195
LEAWOOD, KS
Position in CGO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$214,188
+$12,563 QoQ
Shares Held
15,680
-13.3% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#26
of 46 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Retirement Planning Group, LLC holds $7,625,322 across 13 Asset Management names. CGO ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
328,435 | $3,586,510 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
39,386 | $1,584,498 | |
| 3 | IIM |
Invesco Value Municipal Income Trust
|
38,862 | $494,713 | |
| 4 | BLK |
BlackRock, Inc.
|
415 | $399,047 | |
| 5 | BX |
Blackstone Inc.
|
2,195 | $258,285 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
21,578 | $253,325 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
47,303 | $236,041 | |
| 8 | CGO |
Calamos Global Total Return Fund
This page
|
15,680 | $214,188 |
All Filings in CGO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,188 | 15,680 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $201,625 | 18,083 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $128,285 | 11,263 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||