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Calamos Strategic Total Return Fund shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners 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 Cascade Financial Partners 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 Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 19k 19.29
2025-06-30 $342k 19k 18.24
2025-03-31 $303k 19k 16.18
2024-12-31 $332k 19k 17.71
2024-09-30 $332k 19k 17.71
2024-06-30 $315k 19k 16.84

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View all positions for Cascade Financial Partners

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