Kellett Wealth Advisors, LLC - CALAMOS STRATEGIC TOTL RETN ownership

CALAMOS STRATEGIC TOTL RETN's ticker is CSQ and the CUSIP is 128125101. A total of 154 filers reported holding CALAMOS STRATEGIC TOTL RETN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kellett Wealth Advisors, LLC ownership history of CALAMOS STRATEGIC TOTL RETN
ValueSharesWeighting
Q3 2023$318,925
-4.6%
22,6670.0%0.27%
-10.2%
Q2 2023$334,338
+5.4%
22,6670.0%0.30%
-0.3%
Q1 2023$317,338
-6.0%
22,667
-9.9%
0.30%
-7.0%
Q4 2022$337,741
-13.8%
25,167
-11.6%
0.33%
-31.4%
Q3 2022$392,000
+5.1%
28,482
+0.2%
0.48%
-0.8%
Q2 2022$373,000
-34.3%
28,422
-12.2%
0.48%
+7.6%
Q1 2022$568,000
-21.3%
32,379
-13.5%
0.45%
-19.0%
Q4 2021$722,00037,4290.55%
Other shareholders
CALAMOS STRATEGIC TOTL RETN shareholders Q3 2022
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 261,695$2,688,0001.59%
CORNERSTONE ADVISORS INC 630,421$6,481,0001.20%
Domani Wealth, LLC 180,550$1,854,0000.75%
McGowan Group Asset Management, Inc. 341,614$3,508,0000.73%
Financial Enhancement Group LLC 86,101$884,0000.46%
Calamos Wealth Management LLC 268,164$2,754,0000.44%
Aviance Capital Partners, LLC 95,121$977,0000.34%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,744$295,0000.32%
Advisors Asset Management, Inc. 1,630,550$16,762,0000.28%
WEDBUSH SECURITIES INC 158,010$1,623,0000.24%
View complete list of CALAMOS STRATEGIC TOTL RETN shareholders