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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$495K +$499K +36,904 New
QCIG
52
Quad-Cities Investment Group
Iowa
$491K +$9.97K +738 +2%
JE
53
JMAC Enterprises
Pennsylvania
$486K -$4.45K -329 -0.9%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$456K -$44.3K -3,276 -9%
DIA
55
Dana Investment Advisors
Wisconsin
$444K +$102K +7,527 +29%
KPWS
56
Kestra Private Wealth Services
Texas
$426K +$3.08K +228 +0.7%
Goldman Sachs
57
Goldman Sachs
New York
$425K
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$417K -$213K -15,744 -34%
ASN
59
Advisory Services Network
Georgia
$410K +$2.3K +170 +0.6%
CWM
60
Calamos Wealth Management
Illinois
$392K
CCM
61
Canal Capital Management
Virginia
$381K +$54.1K +4,000 +16%
DADC
62
D.A. Davidson & Co
Montana
$379K -$21.3K -1,579 -5%
AWM
63
AE Wealth Management
Kansas
$364K -$2.83K -209 -0.8%
GWSG
64
GPS Wealth Strategies Group
Colorado
$360K -$24.8K -1,833 -6%
SMC
65
Smith, Moore & Co
Missouri
$359K
XF
66
XML Financial
Maryland
$355K
WA
67
WealthTrust Axiom
Pennsylvania
$351K
IAIM
68
International Assets Investment Management
Florida
$351K +$216K +15,950 +156%
KWA
69
Kellett Wealth Advisors
Ohio
$338K -$44.8K -3,315 -12%
GPFA
70
Game Plan Financial Advisors
Ohio
$336K
KAS
71
Kestra Advisory Services
Texas
$333K -$98.4K -7,281 -23%
EM
72
ELCO Management
New York
$333K +$13.5K +1,000 +4%
AWM
73
Axxcess Wealth Management
California
$332K +$335K +24,753 New
SCA
74
SMH Capital Advisors
Texas
$328K +$6.55K +485 +2%
Creative Planning
75
Creative Planning
Kansas
$317K