Ahrens Investment Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$103K	Buy	+7,326	New	+$102K	0.05%	218
2022 Q3	–	Sell	-7,152	Closed	-$94K	–	315
2022 Q2	$94K	Buy	7,152 +115	+2%	+$1.71K	0.04%	236
2022 Q1	$123K	Buy	7,037 +4,523	+180%	+$78.3K	0.04%	241
2021 Q4	$48K	Buy	+2,514	New	+$47.3K	0.02%	405

Other funds holding CSQ

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Ahrens Investment Partners's CSQ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q1 2023: 7,326 shares worth $103K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CSQ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CSQ in Q4 2021 and has held it in 4 quarters since. The position peaked at $123K in Q1 2022. 168 funds tracked by Wall St. Rank hold CSQ as of Q1 2023.

Ahrens Investment Partners held 7,326 shares of Calamos Strategic Total Return Fund worth $103K as of Q1 2023.
Calamos Strategic Total Return Fund was a new Ahrens Investment Partners position in Q1 2023.
Calamos Strategic Total Return Fund made up 0.05% of Ahrens Investment Partners's portfolio in Q1 2023, its #218 holding.
Ahrens Investment Partners first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Calamos Strategic Total Return Fund position peaked at $123K in Q1 2022.
168 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.