Arax Advisory Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Arax Advisory Partners’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	$3.15K	Sell	184 -2,968	-94%	-$55.6K	﹤0.01%	2967
2025 Q4	$60.5K	Buy	3,152 +2,968	+1,613%	+$56.5K	﹤0.01%	1517
2025 Q3	$3.55K	Hold	184	–	–	﹤0.01%	2964
2025 Q2	$3.36K	Hold	184	–	–	﹤0.01%	2379
2025 Q1	$2.98K	Buy	+184	New	+$3.23K	﹤0.01%	1960

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

Arax Advisory Partners's CSQ Position: Q1 2026 in Review

Arax Advisory Partners reduced its Calamos Strategic Total Return Fund (CSQ) stake by 94% in Q1 2026, selling an estimated $55.6K and leaving 184 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

Arax Advisory Partners first reported a position in CSQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $60.5K in Q4 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Arax Advisory Partners held 184 shares of Calamos Strategic Total Return Fund worth $3.15K as of Q1 2026.
Arax Advisory Partners sold 2,968 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $55.6K.
Calamos Strategic Total Return Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2967 holding.
Arax Advisory Partners first reported a position in Calamos Strategic Total Return Fund in Q1 2025 and has held it in 5 quarters since.
Arax Advisory Partners's Calamos Strategic Total Return Fund position peaked at $60.5K in Q4 2025.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.