Advisornet Financial’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Advisornet Financial’s Portfolio CSQ Stock Details CSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Buy	7,870 +6,270	+392%	+$124K	0.01%	706
2026 Q1	$27.4K	Hold	1,600	–	–	﹤0.01%	1251
2025 Q4	$30.7K	Hold	1,600	–	–	﹤0.01%	1217
2025 Q3	$30.9K	Hold	1,600	–	–	﹤0.01%	1177
2025 Q2	$29.2K	Hold	1,600	–	–	﹤0.01%	1163
2025 Q1	$25.9K	Hold	1,600	–	–	﹤0.01%	1115
2024 Q4	$28.3K	Hold	1,600	–	–	﹤0.01%	1034
2024 Q3	$27.8K	Hold	1,600	–	–	﹤0.01%	1086
2024 Q2	$26.9K	Hold	1,600	–	–	﹤0.01%	1007
2024 Q1	$26.2K	Hold	1,600	–	–	﹤0.01%	1000
2023 Q4	$23.8K	Hold	1,600	–	–	﹤0.01%	1029
2023 Q3	$22.5K	Hold	1,600	–	–	﹤0.01%	996
2023 Q2	$23.6K	Sell	1,600 -2,338	-59%	-$32.6K	﹤0.01%	1026
2023 Q1	$55.1K	Buy	3,938 +2,338	+146%	+$32.6K	0.01%	773
2022 Q4	$21.5K	Hold	1,600	–	–	﹤0.01%	1034
2022 Q3	$20K	Buy	1,600 +500	+45%	+$7.23K	﹤0.01%	1095
2022 Q2	$14K	Hold	1,100	–	–	﹤0.01%	1248
2022 Q1	$19K	Buy	+1,100	New	+$19K	﹤0.01%	1260

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Advisornet Financial's CSQ Position: Q2 2026 in Review

Advisornet Financial increased its Calamos Strategic Total Return Fund (CSQ) stake by 392% in Q2 2026, buying an estimated $124K and bringing the position to 7,870 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #706.

Advisornet Financial first reported a position in CSQ in Q1 2022 and has held it in 18 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Advisornet Financial held 7,870 shares of Calamos Strategic Total Return Fund worth $162K as of Q2 2026.
Advisornet Financial bought 6,270 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $124K.
Calamos Strategic Total Return Fund made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #706 holding.
Advisornet Financial first reported a position in Calamos Strategic Total Return Fund in Q1 2022 and has held it in 18 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.