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Equibles

Steward Partners Investment Advisory, LLC

Position in CGO — Calamos Global Total Return Fund

CIK 1723397 STAMFORD, CT
Back to CGO Full portfolio

Position in CGO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$155,983
+$36,578 QoQ
Shares Held
11,419
+6.6% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 46 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. CGO ranks #164 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 21,807 $20,968,738
2 BST
BlackRock Science & Technology Trust
 211,966 $10,748,795
3 GDV
Gabelli Dividend & Income Trust
 365,524 $10,746,405
4 BX
Blackstone Inc.
 90,124 $10,604,891
5 ARCC
Ares Capital Corp
 406,494 $7,532,333
6 BSTZ
BlackRock Science & Technology Term Trust
 243,765 $7,320,262
7 PHYS
Sprott Physical Gold Trust
 225,504 $6,803,455
8 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 437,539 $6,510,580

All Filings in CGO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $155,983 11,419
2026-03-31 $119,405 10,709
2025-12-31 $107,578 9,445
2025-09-30 $108,588 9,019
2025-06-30 $109,664 9,365
2025-03-31 $96,740 9,365
2024-12-31 $136,782 12,009
2024-09-30 $145,228 12,153
2024-06-30 $8,542 771
2024-03-31 $8,018 771
2023-12-31 $7,000 771
2023-09-30 $6,746 771
2023-06-30 $7,478 771
2023-03-31 $7,247 771
2022-12-31 $6,807 771
2022-09-30 $7,571 771
2022-06-30 $8,188 771
2022-03-31 $11,102 771
2021-12-31 $11,857 771
2021-09-30 $12,258 771
2021-06-30 $12,490 771
2021-03-31 $38,475 2,584
2020-12-31 $11,310 771
2020-09-30 $9,144 771
2020-06-30 $8,743 771
2020-03-31 $7,008 771