CALAMOS STRATEGIC TOTAL RETU

CUSIP: 128125101 Class: COM SH BEN INT

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,147 Value ($000) $291 Avg Close — Range —
Q3 2025
Shares 15,597 Value ($000) $301 Avg Close — Range —
Q2 2025
Shares 16,602 Value ($000) $303 Avg Close — Range —
Q1 2025
Shares 17,016 Value ($000) $275 Avg Close — Range —
Q4 2024
Shares 19,666 Value ($000) $348 Avg Close — Range —
Q3 2024
Shares 19,666 Value ($000) $341 Avg Close — Range —
Q2 2024
Shares 19,954 Value ($000) $336 Avg Close — Range —
Q1 2024
Shares 20,017 Value ($000) $328 Avg Close — Range —
Q4 2023
Shares 20,017 Value ($000) $298 Avg Close — Range —
Q3 2023
Shares 21,017 Value ($000) $296 Avg Close — Range —
Q2 2023
Shares 21,498 Value ($000) $317 Avg Close — Range —
Q1 2023
Shares 21,893 Value ($000) $307 Avg Close — Range —
Q4 2022
Shares 21,893 Value ($000) $294 Avg Close — Range —
Q3 2022
Shares 22,193 Value ($000) $277 Avg Close — Range —
Q2 2022
Shares 22,533 Value ($000) $295 Avg Close — Range —
Q1 2022
Shares 22,742 Value ($000) $399 Avg Close — Range —
Q4 2021
Shares 23,362 Value ($000) $451 Avg Close — Range —
Q3 2021
Shares 23,431 Value ($000) $415 Avg Close — Range —
Q2 2021
Shares 23,756 Value ($000) $432 Avg Close — Range —
Q1 2021
Shares 23,791 Value ($000) $410 Avg Close — Range —
Q4 2020
Shares 23,894 Value ($000) $377 Avg Close — Range —
Q3 2020
Shares 23,957 Value ($000) $322 Avg Close — Range —
Q2 2020
Shares 23,957 Value ($000) $298 Avg Close — Range —
Q1 2020
Shares 23,957 Value ($000) $234 Avg Close — Range —
Q4 2019
Shares 25,182 Value ($000) $342 Avg Close — Range —
Q3 2019
Shares 25,182 Value ($000) $320 Avg Close — Range —
Q2 2019
Shares 25,182 Value ($000) $321 Avg Close — Range —
Q1 2019
Shares 25,182 Value ($000) $312 Avg Close — Range —
Q3 2018
Shares 29,875 Value ($000) $399 Avg Close — Range —
Q2 2018
Shares 29,115 Value ($000) $368 Avg Close — Range —
Q1 2018
Shares 29,115 Value ($000) $348 Avg Close — Range —
Q4 2017
Shares 27,905 Value ($000) $339 Avg Close — Range —
Q3 2017
Shares 25,768 Value ($000) $314 Avg Close — Range —
Q2 2017
Shares 25,768 Value ($000) $303 Avg Close — Range —