AF
CSQ icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return