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Amplius Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-1,250
Closed -$24K – 328
2021
Q4 		$24K Buy
+1,250
New +$23.5K ﹤0.01% 437

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Amplius Wealth Advisors's CSQ Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2022, closing a stake of 1,250 shares — an estimated $24K sold.

Amplius Wealth Advisors first reported a position in CSQ in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 159 funds tracked by Wall St. Rank hold CSQ as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,250 Calamos Strategic Total Return Fund shares in Q1 2022, an estimated $24K.
  • Amplius Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $24K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.