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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
2024-09-30 $508k 29k 17.35

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Top funds holding Calamos Strategic Total Return Fund

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Cornerstone Advisors
Bensler
Raymond James Financial Services Advisors
LPL Financial
McGowan Group Asset Management
Cetera Investment Advisers
Advisors Asset Management
Stratos Wealth Partners
Apollon Wealth Management
Guggenheim Capital, LLC Managers

View all funds holding Calamos Strategic Total Return Fund