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Calamos Strategic Total Return Fund shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 19k 19.29

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment 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