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Calamos Strategic Total Return Fund shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Calamos Strategic Total Return Fund (CSQ) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Calamos Strategic Total Return Fund

Tip: Access up to 7 years of quarterly data

All positions including Calamos Strategic Total Return Fund held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calamos Strategic Total Return Fund by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $323k 17k 19.20
2025-06-30 $188k 10k 18.24
2025-03-31 $164k 10k 16.18

More positions owned by Beacon Pointe Advisors

Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Lennox International (LII)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Beacon Pointe Advisors

Top funds holding Calamos Strategic Total Return Fund

UBS Group
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
Cornerstone Advisors
Karpus Investment Management
LPL Financial
Bensler
McGowan Group Asset Management
Cetera Investment Advisers
Advisors Asset Management
Rockefeller Capital Management
Wiley Bros.-aintree Capital
Stratos Wealth Partners
Readystate Asset Management

View all funds holding Calamos Strategic Total Return Fund