AmeriFlex Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

AmeriFlex Group’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	$7.7K	Hold	450	–	–	﹤0.01%	766
2025 Q4	$8.64K	Buy	450 +150	+50%	+$2.86K	﹤0.01%	741
2025 Q3	$5.79K	Buy	+300	New	+$5.58K	﹤0.01%	885
2025 Q2	–	Sell	-750	Closed	-$12.1K	–	1103
2025 Q1	$12.1K	Sell	750 -1,300	-63%	-$22.8K	0.01%	797
2024 Q4	$37.4K	Buy	+2,050	New	+$36.5K	0.02%	497

Other funds holding CSQ

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AmeriFlex Group's CSQ Position: Q1 2026 in Review

AmeriFlex Group held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 450 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

AmeriFlex Group first reported a position in CSQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $37.4K in Q4 2024. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

AmeriFlex Group held 450 shares of Calamos Strategic Total Return Fund worth $7.7K as of Q1 2026.
AmeriFlex Group left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #766 holding.
AmeriFlex Group first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and has held it in 5 quarters since.
AmeriFlex Group's Calamos Strategic Total Return Fund position peaked at $37.4K in Q4 2024.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.