Advisory Advocates’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Advisory Advocates’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	$629K	Buy	30,574 +250	+0.8%	+$4.93K	0.54%	59
2026 Q1	$519K	Sell	30,324 -90	-0.3%	-$1.69K	0.53%	71
2025 Q4	$584K	Buy	+30,414	New	+$579K	0.58%	64

Other funds holding CSQ

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisory Advocates's CSQ Position: Q2 2026 in Review

Advisory Advocates increased its Calamos Strategic Total Return Fund (CSQ) stake by 0.82% in Q2 2026, buying an estimated $4.93K and bringing the position to 30,574 shares worth $629K. The position accounts for 0.54% of the portfolio, ranked #59.

Advisory Advocates first reported a position in CSQ in Q4 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Advisory Advocates held 30,574 shares of Calamos Strategic Total Return Fund worth $629K as of Q2 2026.
Advisory Advocates bought 250 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $4.93K.
Calamos Strategic Total Return Fund made up 0.54% of Advisory Advocates's portfolio in Q2 2026, its #59 holding.
Advisory Advocates first reported a position in Calamos Strategic Total Return Fund in Q4 2025 and has held it in 3 quarters since.
214 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.