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Calamos Strategic Total Return Fund shares owned by Uniting Wealth Partners

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

Historical chart of Uniting 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 Uniting 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 Uniting Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $420k 22k 19.29
2025-06-30 $464k 25k 18.24
2025-03-31 $452k 28k 16.18
2024-12-31 $507k 29k 17.71

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Wal-Mart Stores (WMT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
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Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Limited Duration (FSIG)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Uniting Wealth Partners

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