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Calamos Strategic Total Return Fund shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group 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 Kovitz Investment Group 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 17k 17.35
2024-06-30 $287k 17k 16.84
2024-03-31 $279k 17k 16.37

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

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