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Calamos Strategic Total Return Fund shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth 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 Mosaic Family Wealth 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 Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $278k 19k 14.87
2023-09-30 $260k 19k 14.07
2023-06-30 $270k 18k 14.75
2023-03-31 $254k 18k 14.00
2022-12-31 $240k 18k 13.42

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Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
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Apple (AAPL)
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Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

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