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Calamos Strategic Total Return Fund shares owned by Private Wealth Group

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

Historical chart of Private Wealth Group 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 Private Wealth Group 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 Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $187k 11k 16.37
2023-12-31 $170k 11k 14.87
2023-09-30 $161k 11k 14.07
2023-06-30 $168k 11k 14.75
2023-03-31 $160k 11k 14.00
2022-12-31 $153k 11k 13.42

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Intermed Term (BIV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Private Wealth Group

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