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 1 filers reported holding CALAMOS STRATEGIC TOTL RETN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Pointe Capital Management LLC 278,624$2,951,0002.87%
Shaker Financial Services, LLC 307,210$3,253,0001.84%
Domani Wealth, LLC 179,550$1,901,0000.88%
9258 Wealth Management, LLC 81,286$861,0000.83%
Meridian Wealth Advisors, LLC 74,900$793,0000.61%
Quadrant Private Wealth Management, LLC 46,036$488,0000.52%
Aviance Capital Partners, LLC 123,088$1,303,0000.46%
Quad-Cities Investment Group, LLC 35,569$378,0000.39%
Advisors Asset Management, Inc. 1,806,982$19,136,0000.38%
SMH CAPITAL ADVISORS INC 13,123$139,0000.28%
View complete list of CALAMOS STRATEGIC TOTL RETN shareholders