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Calamos Strategic Total Return Fund shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $524k 26k 20.56
2026-03-31 $436k 26k 17.12
2025-12-31 $489k 26k 19.20
2025-09-30 $559k 29k 19.29
2025-06-30 $528k 29k 18.24
2025-03-31 $469k 29k 16.18
2024-12-31 $513k 29k 17.71

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Top funds holding Calamos Strategic Total Return Fund

Bank of America Corporation
UBS Group
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
Karpus Investment Management
LPL Financial
Bensler
McGowan Group Asset Management
Cetera Investment Advisers
Rockefeller Capital Management
Advisors Asset Management
1607 Capital Partners
Stratos Wealth Partners
Wiley Bros.-aintree Capital

View all funds holding Calamos Strategic Total Return Fund