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Calamos Strategic Total Return Fund shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $353k 18k 19.29
2025-06-30 $334k 18k 18.24
2025-03-31 $304k 19k 16.18
2024-12-31 $332k 19k 17.71

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Microsoft Corporation (MSFT)
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Vanguard Index Fds Total Stk Mkt (VTI)
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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