American Portfolios Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

American Portfolios Advisors’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
2022 Q3	$86K	Hold	6,879	–	–	﹤0.01%	1438
2022 Q2	$90.2K	Sell	6,879 -600	-8%	-$8.93K	﹤0.01%	1458
2022 Q1	$131K	Hold	7,479	–	–	﹤0.01%	1381
2021 Q4	$144K	Hold	7,479	–	–	﹤0.01%	1326
2021 Q3	$133K	Buy	7,479 +6,017	+412%	+$111K	0.01%	1324
2021 Q2	$26.6K	Hold	1,462	–	–	﹤0.01%	2068
2021 Q1	$25.2K	Hold	1,462	–	–	﹤0.01%	1939
2020 Q4	$23.1K	Hold	1,462	–	–	﹤0.01%	1752
2020 Q3	$19.7K	Hold	1,462	–	–	﹤0.01%	1708
2020 Q2	$18.2K	Hold	1,462	–	–	﹤0.01%	1679
2020 Q1	$14.3K	Hold	1,462	–	–	﹤0.01%	1660
2019 Q4	$19.9K	Hold	1,462	–	–	﹤0.01%	1725
2019 Q3	$18.6K	Hold	1,462	–	–	﹤0.01%	1689
2019 Q2	$18.7K	Sell	1,462 -13,133	-90%	-$165K	﹤0.01%	1687
2019 Q1	$181K	Hold	14,595	–	–	0.02%	676
2018 Q4	$155K	Hold	14,595	–	–	0.02%	595
2018 Q3	$196K	Hold	14,595	–	–	0.02%	583
2018 Q2	$185K	Hold	14,595	–	–	0.03%	576
2018 Q1	$173K	Buy	14,595 +13,133	+898%	+$160K	0.03%	570
2017 Q4	$17.7K	Buy	+1,462	New	+$17.9K	﹤0.01%	1370

Other funds holding CSQ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

American Portfolios Advisors's CSQ Position: Q3 2022 in Review

American Portfolios Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q3 2022 at 6,879 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

American Portfolios Advisors first reported a position in CSQ in Q4 2017 and has held it in 20 quarters since. The position peaked at $196K in Q3 2018. 156 funds tracked by Wall St. Rank hold CSQ as of Q3 2022.

American Portfolios Advisors held 6,879 shares of Calamos Strategic Total Return Fund worth $86K as of Q3 2022.
American Portfolios Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q3 2022.
Calamos Strategic Total Return Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1438 holding.
American Portfolios Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Calamos Strategic Total Return Fund position peaked at $196K in Q3 2018.
156 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.