CSQ
Calamos Strategic Total Return Fund• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Prairie Wealth Advisors, Inc. | $3.4B | 0 | 0.70% | Unchanged |
Calamos Wealth Management Llc | $147.1M | 5.54M | 1.91% | Exited |
Calamos Advisors Llc | $81.3M | 2.93M | 0.04% | +32.7% |
Commonwealth Equity Services, Llc | $44.9M | 1.86M | 0.02% | +0.4% |
Vestgen Advisors, Llc | $35.1M | 1.33M | 1.04% | -6.1% |
Cambridge Investment Research Advisors, Inc. | $30.3M | 1.38M | 0.04% | Exited |
Strategic Blueprint, Llc | $27.5M | 1.04M | 0.79% | +82.2% |
Cornerstone Wealth, Llc/Tn | $26.9M | 1.05M | 8.70% | +26.6% |
Burkett Financial Services, Llc | $23.5M | 831.4K | 6.59% | Exited |
Brookstone Capital Management | $22.1M | 912.3K | 0.16% | +5.3% |
Prime Capital Investment Advisors, Llc | $21.2M | 793.9K | 0.17% | +4.7% |
Simplicity Wealth,Llc | $19.5M | 733.9K | 0.51% | New Position |
Chicago Partners Investment Group Llc | $17.5M | 713.6K | 0.20% | +1.2% |
Redhawk Wealth Advisors, Inc. | $15.9M | 599.6K | 1.02% | +38.8% |
Crown Wealth Group, Llc | $15.5M | 552.1K | 3.47% | New Position |
Farther Finance Advisors, Llc | $13M | 499.4K | 0.08% | -14.7% |
Independent Financial Group, Llc | $12.7M | 468.5K | 0.12% | Exited |
Diversify Advisory Services, Llc | $11.5M | 440.5K | 0.11% | New Position |
Diversify Wealth Management, Llc | $11.5M | 440.5K | 0.11% | New Position |
Kestra Advisory Services, Llc | $11M | 565.9K | 0.02% | +2.1% |
Haven Private, Llc | $10.5M | 395.5K | 2.00% | +711.5% |
Wealthcare Advisory Partners Llc | $10M | 382.4K | 0.15% | +3.5% |
Kingswood Wealth Advisors, Llc | $9.7M | 363.3K | 0.33% | +65.5% |
Oppenheimer & Co Inc | $8.4M | 472.3K | 0.04% | +1.4% |
Mgo One Seven Llc | $8.2M | 314.1K | 0.13% | -5.7% |
Gradient Investments Llc | $8.1M | 305.1K | 0.12% | -2.7% |
Wedbush Securities Inc | $8.1M | 330.7K | 0.10% | Exited |
Onyx Bridge Wealth Group Llc | $8M | 295.0K | 0.41% | New Position |
Jim Saulnier & Associates, Llc | $7.5M | 273.9K | 0.55% | Unchanged |
Grantvest Financial Group Llc | $7.4M | 268.4K | 1.76% | Unchanged |
Verdence Capital Advisors Llc | $7.4M | 267.4K | 0.14% | New Position |
Wealth Enhancement Advisory Services, Llc | $7.2M | 324.7K | 0.01% | Exited |
Truist Financial Corp | $7M | 372.0K | 0.01% | -0.3% |
Family Office Research Llc | $7M | 253.1K | 0.90% | +909.4% |
Goalvest Advisory Llc | $6.7M | 252.8K | 1.14% | New Position |
Shaker Financial Services, Llc | $6.4M | 669.6K | 1.31% | -80.7% |
Kestra Private Wealth Services, Llc | $6.3M | 306.6K | 0.05% | -0.6% |
Apollon Wealth Management, Llc | $6.1M | 333.4K | 0.06% | Exited |
Claro Advisors Inc. | $6M | 221.6K | 0.22% | -1.5% |
Cornerstone Wealth Group, Llc | $5.7M | 215.6K | 0.32% | -1.5% |
Hub Investment Partners, Llc | $5.6M | 197.1K | 0.10% | +23.9% |
Pacific Wealth Strategies Group, Inc. | $5.2M | 439.8K | 2.79% | -0.5% |
Pmg Family Office Llc | $4.9M | 320.7K | 3.08% | +0.4% |
Sound Income Strategies, Llc | $4.5M | 164.9K | 0.16% | Unchanged |
Smith Asset Management Co., Llc | $4.4M | 214.2K | 3.56% | -5.5% |
New Wave Wealth Advisors Llc | $4.2M | 154.6K | 1.02% | New Position |
Twelve Points Wealth Management Llc | $3.7M | 139.6K | 0.68% | +11.5% |
Greatmark Investment Partners, Inc. | $3.5M | 298.8K | 0.38% | -0.6% |
Winnacle Wealth Llc | $3.5M | 131.7K | 1.35% | +99.4% |
Concurrent Investment Advisors, Llc | $3.4M | 187.1K | 0.01% | Exited |