Want to track CSQ and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Calamos Strategic Total Return Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 11,868 | $178,235.62 | $239,733.6 | $61,497.98 | 34.5% |
| PIL PFG Investments LLC PFG Investments LLC | 39,692 | $678,540.13 | $801,778.4 | $123,238.27 | 18.16% |
| KB Kyle Bubeck TrueMark Investments LLC | 33,304 | $570,164 | $672,740.8 | $102,576.8 | 17.99% |
 Gregory Bosch Strategies Wealth Advisors, LLC | 18,962 | $292,434.08 | $383,032.4 | $90,598.32 | 30.98% |
 Katherine Stoner Empower Advisory Group, LLC | 18,409 | $355,110 | $371,861.8 | $16,751.8 | 4.72% |
 Denise Reinert CGC Financial Services, LLC | 401 | $6,865 | $8,100.2 | $1,235.2 | 17.99% |
 Christopher C. Powers Farther Finance Advisors, LLC | 12,413 | $214,949.6 | $250,742.6 | $35,793 | 16.65% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 42,101 | $805,029.61 | $850,440.2 | $45,410.59 | 5.64% |
 James Rankin Modern Wealth Management, LLC | 16,800 | $307,103.96 | $339,360 | $32,256.04 | 10.5% |
 Joshua Stipcich Tidemark, LLC | 17 | $275 | $343.4 | $68.4 | 24.87% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 410 | $7,478.32 | $8,282 | $803.68 | 10.75% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,502 | $41,429.05 | $50,540.4 | $9,111.35 | 21.99% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 12,885 | $247,392 | $260,277 | $12,885 | 5.21% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 30,885 | $520,103 | $623,877 | $103,774 | 19.95% |
 Michael Bailey MGB Wealth Management, LLC | 34,141 | $655,516 | $689,648.2 | $34,132.2 | 5.21% |
 Douglas E. Morisoli Fairman Group, LLC | 23,569 | $396,902.07 | $476,093.8 | $79,191.73 | 19.95% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 11,960 | $230,708 | $241,592 | $10,884 | 4.72% |
 Brian Krause Cascade Financial Partners, LLC | 18,723 | $320,538 | $378,204.6 | $57,666.6 | 17.99% |
 David A Rozenson Fairscale Capital, LLC | 500 | $8,670.06 | $10,100 | $1,429.94 | 16.49% |
 Heather Scully NWF Advisory Services Inc. | 30,334 | $490,804.03 | $612,746.8 | $121,942.77 | 24.85% |
