9258 Wealth Management, LLC - CALAMOS STRATEGIC TOTL RETN ownership

CALAMOS STRATEGIC TOTL RETN's ticker is CSQ and the CUSIP is 128125101. A total of 167 filers reported holding CALAMOS STRATEGIC TOTL RETN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of CALAMOS STRATEGIC TOTL RETN
ValueSharesWeighting
Q3 2023$608,862
-4.3%
43,274
+0.3%
0.12%
-1.7%
Q2 2023$636,126
-0.9%
43,127
-5.9%
0.12%
-7.7%
Q1 2023$641,775
-2.2%
45,841
-6.2%
0.13%
-8.5%
Q4 2022$656,124
-1.9%
48,892
-8.6%
0.14%
-17.0%
Q3 2022$669,000
-7.2%
53,513
-2.7%
0.17%
-7.6%
Q2 2022$721,000
-25.0%
54,993
+0.3%
0.18%
-17.0%
Q1 2022$961,000
-8.8%
54,809
+0.3%
0.22%
-7.9%
Q4 2021$1,054,000
+9.1%
54,663
+0.2%
0.24%
-6.2%
Q3 2021$966,000
-4.5%
54,531
-2.0%
0.26%
-5.1%
Q2 2021$1,012,000
+5.9%
55,644
+0.2%
0.27%
-5.2%
Q1 2021$956,000
-4.2%
55,506
-12.2%
0.29%
-11.7%
Q4 2020$998,000
+13.3%
63,208
-8.1%
0.32%
-2.4%
Q3 2020$881,000
-1.3%
68,814
-4.2%
0.33%
-8.0%
Q2 2020$893,000
+11.3%
71,812
-1.8%
0.36%
+2.5%
Q1 2020$802,000
-20.0%
73,147
-0.7%
0.35%
-3.8%
Q4 2019$1,002,000
+5.8%
73,673
-1.1%
0.37%
-50.3%
Q3 2019$947,000
-7.5%
74,473
-7.2%
0.74%
-10.5%
Q2 2019$1,024,000
+1.7%
80,241
-1.3%
0.82%
-3.6%
Q1 2019$1,007,000
+17.0%
81,300
+0.0%
0.86%
+3.0%
Q4 2018$861,00081,2860.83%
Other shareholders
CALAMOS STRATEGIC TOTL RETN shareholders Q4 2021
NameSharesValueWeighting ↓
Bensler, LLC 709,236$13,681,1663.81%
Pointe Capital Management LLC 166,170$3,205,0001.95%
SMH CAPITAL ADVISORS INC 18,462$356,0000.70%
Financial Planners of Cleveland, Inc. 83,487$1,559,0000.63%
Kellett Wealth Advisors, LLC 37,429$722,0000.55%
David J Yvars Group 41,696$806,0000.50%
Domani Wealth, LLC 129,550$2,499,0000.49%
Meridian Wealth Advisors, LLC 102,750$1,982,0000.48%
Quad-Cities Investment Group, LLC 33,983$656,0000.41%
Apollon Wealth Management, LLC 271,035$5,228,0000.39%
View complete list of CALAMOS STRATEGIC TOTL RETN shareholders