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Calamos Strategic Total Return Fund shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth 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 Strategies Wealth 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $448k 27k 16.37
2023-12-31 $334k 22k 14.87

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

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