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 Q2	$1.66M	Buy	80,528 +80,344	+43,665%	+$1.59M	0.01%	935
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 $1.55T 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

Arax Advisory Partners's CSQ Position: Q2 2026 in Review

Arax Advisory Partners increased its Calamos Strategic Total Return Fund (CSQ) stake by 43,665% in Q2 2026, buying an estimated $1.59M and bringing the position to 80,528 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #935.

Arax Advisory Partners first reported a position in CSQ in Q1 2025 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Arax Advisory Partners held 80,528 shares of Calamos Strategic Total Return Fund worth $1.66M as of Q2 2026.
Arax Advisory Partners bought 80,344 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $1.59M.
Calamos Strategic Total Return Fund made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #935 holding.
Arax Advisory Partners first reported a position in Calamos Strategic Total Return Fund in Q1 2025 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.