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
2026 Q2	$229K	Buy	+11,155	New	+$220K	﹤0.01%	1046
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Ameritas Advisory Services's CSQ Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q2 2026: 11,155 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CSQ as recently as Q3 2025.

Ameritas Advisory Services first reported a position in CSQ in Q4 2022 and has held it in 8 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Ameritas Advisory Services held 11,155 shares of Calamos Strategic Total Return Fund worth $229K as of Q2 2026.
Calamos Strategic Total Return Fund was a new Ameritas Advisory Services position in Q2 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1046 holding.
Ameritas Advisory Services first reported a position in Calamos Strategic Total Return Fund in Q4 2022 and has held it in 8 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.