Aptus Capital Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Aptus Capital 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
2026 Q2	$712K	Buy	34,611 +59	+0.2%	+$1.16K	﹤0.01%	697
2026 Q1	$592K	Buy	34,552 +11,594	+51%	+$217K	﹤0.01%	676
2025 Q4	$441K	Sell	22,958 -473	-2%	-$9.01K	﹤0.01%	775
2025 Q3	$452K	Buy	23,431 +50	+0.2%	+$929	﹤0.01%	719
2025 Q2	$426K	Buy	23,381 +57	+0.2%	+$945	﹤0.01%	716
2025 Q1	$377K	Sell	23,324 -1,924	-8%	-$33.7K	﹤0.01%	723
2024 Q4	$447K	Buy	+25,248	New	+$450K	﹤0.01%	668

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

Aptus Capital Advisors's CSQ Position: Q2 2026 in Review

Aptus Capital Advisors increased its Calamos Strategic Total Return Fund (CSQ) stake by 0.17% in Q2 2026, buying an estimated $1.16K and bringing the position to 34,611 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Aptus Capital Advisors first reported a position in CSQ in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Aptus Capital Advisors held 34,611 shares of Calamos Strategic Total Return Fund worth $712K as of Q2 2026.
Aptus Capital Advisors bought 59 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $1.16K.
Calamos Strategic Total Return Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #697 holding.
Aptus Capital Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.