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Calamos Strategic Total Return Fund shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 16k 19.29
2025-06-30 $290k 16k 18.24
2025-03-31 $196k 12k 16.18
2024-09-30 $197k 11k 17.35
2017-12-31 $6.0k 524 11.45

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Calamos Strategic Total Return Fund

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

View all funds holding Calamos Strategic Total Return Fund