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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-10,001	Closed	-$193K	–	1173
2025 Q3	$193K	Hold	10,001	–	–	0.01%	625
2025 Q2	$182K	Hold	10,001	–	–	0.01%	769
2025 Q1	$177K	Hold	10,001	–	–	0.01%	832
2024 Q4	$177K	Hold	10,001	–	–	0.01%	844
2024 Q3	$174K	Buy	+10,001	New	+$168K	0.01%	813
2023 Q2	–	Sell	-6,391	Closed	-$89.5K	–	951
2023 Q1	$89.5K	Sell	6,391 -5,991	-48%	-$83.6K	﹤0.01%	1043
2022 Q4	$166K	Buy	+12,382	New	+$167K	0.01%	838

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

Ameritas Advisory Services's CSQ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2025, closing a stake of 10,001 shares — an estimated $193K sold.

Ameritas Advisory Services first reported a position in CSQ in Q4 2022 and held it in 7 quarters. The position peaked at $193K in Q3 2025. 214 funds tracked by Wall St. Rank hold CSQ as of Q4 2025.

Ameritas Advisory Services reported no remaining Calamos Strategic Total Return Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 10,001 Calamos Strategic Total Return Fund shares in Q4 2025, an estimated $193K.
Ameritas Advisory Services first reported a position in Calamos Strategic Total Return Fund in Q4 2022 and held it in 7 quarters.
Ameritas Advisory Services's Calamos Strategic Total Return Fund position peaked at $193K in Q3 2025.
214 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.