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Calamos Strategic Total Return Fund shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Calamos Strategic Total Return Fund

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All positions including Calamos Strategic Total Return Fund held by Creative 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $493k 24k 20.56
2025-06-30 $187k 10k 18.24
2023-06-30 $349k 24k 14.75
2023-03-31 $333k 24k 14.00
2022-12-31 $317k 24k 13.42
2022-09-30 $295k 24k 12.48
2022-06-30 $310k 24k 13.12
2022-03-31 $387k 22k 17.53
2021-12-31 $417k 22k 19.28
2021-09-30 $332k 19k 17.73
2021-06-30 $341k 19k 18.21
2021-03-31 $518k 30k 17.23
2020-12-31 $460k 29k 15.80
2020-09-30 $961k 71k 13.46
2020-06-30 $937k 75k 12.43
2020-03-31 $833k 85k 9.77
2019-12-31 $1.3M 93k 13.60
2019-09-30 $1.2M 95k 12.72
2019-06-30 $1.4M 106k 12.76
2019-03-31 $1.4M 109k 12.39
2018-12-31 $1.2M 114k 10.59
2018-09-30 $1.6M 117k 13.44
2018-06-30 $1.4M 113k 12.67
2018-03-31 $1.3M 109k 11.83
2017-12-31 $1.3M 110k 12.08
2017-09-30 $1.2M 101k 12.13
2017-06-30 $1.3M 107k 11.74
2017-03-31 $1.1M 101k 11.16
2016-12-31 $1.1M 102k 10.27
2016-09-30 $930k 90k 10.28
2016-06-30 $511k 52k 9.87
2016-03-31 $275k 29k 9.50
2015-12-31 $243k 25k 9.92
2015-09-30 $200k 22k 9.30
2015-06-30 $209k 19k 10.96
2015-03-31 $219k 20k 11.25
2014-12-31 $222k 19k 11.43
2014-09-30 $94k 8.0k 11.74
2014-06-30 $100k 8.3k 12.04
2014-03-31 $92k 8.3k 11.08
2013-12-31 $125k 12k 10.87
2013-09-30 $94k 9.4k 10.00
2013-06-30 $87k 8.6k 10.12
2012-12-31 $118k 12k 9.83
2012-09-30 $81k 8.0k 10.12
2012-06-30 $77k 8.0k 9.62
2011-12-31 $9.0k 1.1k 8.18

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Top funds holding Calamos Strategic Total Return Fund

Bank of America Corporation
Morgan Stanley
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

View all funds holding Calamos Strategic Total Return Fund