Institute for Wealth Management, LLC.
Position in CSQ — Calamos Strategic Total Return Fund
CIK 1533954
DENVER, CO
Position in CSQ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$304,987
+$51,029 QoQ
Shares Held
14,834
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#126
of 224 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. CSQ ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
115,773 | $2,744,977 | |
| 2 | BX |
Blackstone Inc.
|
17,555 | $2,065,696 | |
| 3 | KKR |
KKR & Co. Inc.
|
10,154 | $931,934 | |
| 4 | CET |
Central Securities Corp
|
16,394 | $859,865 | |
| 5 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,289 | $690,737 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
18,050 | $530,670 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,340 | $513,465 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,742 | $479,830 |
All Filings in CSQ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,987 | 14,834 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $253,958 | 14,834 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $290,822 | 15,147 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $300,866 | 15,597 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $302,820 | 16,602 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $275,318 | 17,016 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $348,284 | 19,666 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $341,205 | 19,666 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $336,025 | 19,954 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $327,678 | 20,017 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $297,652 | 20,017 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $295,709 | 21,017 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $317,095 | 21,498 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $306,502 | 21,893 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $293,804 | 21,893 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $277,412 | 22,193 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $295,407 | 22,533 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $398,667 | 22,742 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $450,652 | 23,362 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $415,197 | 23,431 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $432,121 | 23,756 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $409,918 | 23,791 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $377,286 | 23,894 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $322,461 | 23,957 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $297,785 | 23,957 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $234,059 | 23,957 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||