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Ares Financial Consulting’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Ares Financial Consulting’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 		$5.27K Buy
256
+4
+2% +$79 ﹤0.01% 699
2026
Q1 		$4.38K Buy
252
+5
+2% +$94 ﹤0.01% 708
2025
Q4 		$4.74K Buy
+247
New +$4.7K ﹤0.01% 495

Other funds holding CSQ

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ares Financial Consulting's CSQ Position: Q2 2026 in Review

Ares Financial Consulting increased its Calamos Strategic Total Return Fund (CSQ) stake by 1.6% in Q2 2026, buying an estimated $79 and bringing the position to 256 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Ares Financial Consulting first reported a position in CSQ in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • Ares Financial Consulting held 256 shares of Calamos Strategic Total Return Fund worth $5.27K as of Q2 2026.
  • Ares Financial Consulting bought 4 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $79.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #699 holding.
  • Ares Financial Consulting first reported a position in Calamos Strategic Total Return Fund in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.