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Calamos Strategic Total Return Fund shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource 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 EverSource 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 15k 14.87
2023-09-30 $218k 16k 14.07
2023-06-30 $233k 16k 14.75
2023-03-31 $222k 16k 14.00
2022-12-31 $495k 37k 13.42

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Top funds holding Calamos Strategic Total Return Fund

Bank of America Corporation
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Bensler
Raymond James Financial Services Advisors
Guggenheim Capital, LLC Managers
Advisors Asset Management
Stratos Wealth Partners
Advisor Group Holdings
Apollon Wealth Management
Rockefeller Capital Management
Jpmorgan Chase & Co
Stifel Financial

View all funds holding Calamos Strategic Total Return Fund