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Calamos Strategic Total Return Fund shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 16k 19.29
2025-06-30 $291k 16k 18.24
2025-03-31 $479k 30k 16.18
2024-12-31 $525k 30k 17.71
2024-09-30 $514k 30k 17.35
2024-06-30 $499k 30k 16.84
2024-03-31 $610k 37k 16.37
2023-12-31 $554k 37k 14.87
2023-09-30 $525k 37k 14.07

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Microsoft Corporation (MSFT)
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Abbvie (ABBV)
Spdr Gold Tr Gold Shs (GLD)
Seagate Technology Hldngs Pl Ord Shs (STX)
Apple (AAPL)
Johnson & Johnson (JNJ)

View all positions for Lifeworks 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