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Calamos Strategic Total Return Fund shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Calamos Strategic Total Return Fund (CSQ) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $189k 11k 17.35
2024-06-30 $186k 11k 16.84
2021-03-31 $179k 10k 17.24
2020-12-31 $211k 13k 15.77
2020-09-30 $180k 13k 13.45
2020-06-30 $166k 13k 12.40
2020-03-31 $131k 13k 9.79
2019-12-31 $182k 13k 13.60
2019-09-30 $170k 13k 12.70
2019-06-30 $171k 13k 12.78
2019-03-31 $150k 12k 12.37
2016-12-31 $130k 13k 10.24
2016-09-30 $131k 13k 10.32
2016-06-30 $117k 12k 10.00
2016-03-31 $121k 13k 9.53
2015-12-31 $126k 13k 9.93
2015-09-30 $108k 12k 9.26
2015-06-30 $133k 12k 10.93
2015-03-31 $133k 12k 11.36
2014-12-31 $134k 12k 11.45
2014-09-30 $137k 12k 11.70
2014-03-31 $124k 11k 11.08

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Calamos Strategic Total Return Fund

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Cornerstone Advisors
Bensler
Raymond James Financial Services Advisors
LPL Financial
McGowan Group Asset Management
Cetera Investment Advisers
Advisors Asset Management
Stratos Wealth Partners
Apollon Wealth Management
Guggenheim Capital, LLC Managers

View all funds holding Calamos Strategic Total Return Fund