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Calamos Strategic Total Return Fund shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $349k 19k 18.24
2025-03-31 $510k 32k 16.18
2024-12-31 $537k 30k 17.71
2024-09-30 $508k 29k 17.35

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View all positions for EP Wealth Advisors

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