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 ↓
Pointe Capital Management LLC 283,880$3,815,0003.01%
Domani Wealth, LLC 179,550$2,413,0001.04%
Quadrant Private Wealth Management, LLC 48,286$649,0000.57%
Advisors Asset Management, Inc. 1,967,014$26,437,0000.43%
Quad-Cities Investment Group, LLC 34,895$469,0000.41%
Aviance Capital Partners, LLC 121,484$1,633,0000.39%
SMH CAPITAL ADVISORS INC 15,082$203,0000.35%
OTA Financial Group L.P. 55,817$707,0000.29%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 26,025$350,0000.25%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 61,153$822,0000.23%
View complete list of CALAMOS STRATEGIC TOTL RETN shareholders