Arete Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-34,356
| Closed | -$627K | – | 770 |
|
|
2025
Q2 | $627K | Buy |
34,356
+99
| +0.3% | +$1.64K | 0.04% | 358 |
|
|
2025
Q1 | $554K | Sell |
34,257
-1,509
| -4% | -$26.5K | 0.04% | 359 |
|
|
2024
Q4 | $633K | Sell |
35,766
-2,705
| -7% | -$48.2K | 0.05% | 349 |
|
|
2024
Q3 | $664K | Buy |
38,471
+2,021
| +6% | +$34K | 0.06% | 300 |
|
|
2024
Q2 | $613K | Sell |
36,450
-88
| -0.2% | -$1.43K | 0.05% | 348 |
|
|
2024
Q1 | $598K | Buy |
36,538
+1,692
| +5% | +$26.5K | 0.06% | 276 |
|
|
2023
Q4 | $518K | Buy |
34,846
+668
| +2% | +$9.32K | 0.04% | 395 |
|
|
2023
Q3 | $481K | Sell |
34,178
-39,265
| -53% | -$578K | 0.08% | 244 |
|
|
2023
Q2 | $1.08M | Buy |
73,443
+651
| +0.9% | +$9.07K | 0.1% | 205 |
|
|
2023
Q1 | $1.02M | Buy |
72,792
+5,149
| +8% | +$71.9K | 0.08% | 209 |
|
|
2022
Q4 | $908K | Sell |
67,643
-1,065
| -2% | -$14.4K | 0.08% | 220 |
|
|
2022
Q3 | $859K | Buy |
68,708
+34,419
| +100% | +$497K | 0.08% | 201 |
|
|
2022
Q2 | $450K | Buy |
+34,289
| New | +$510K | 0.05% | 264 |
|
|
2022
Q1 | – | Sell |
-37,279
| Closed | -$717K | – | 516 |
|
|
2021
Q4 | $717K | Buy |
37,279
+2,332
| +7% | +$43.9K | 0.06% | 226 |
|
|
2021
Q3 | $619K | Sell |
34,947
-288
| -0.8% | -$5.3K | 0.07% | 225 |
|
|
2021
Q2 | $641K | Sell |
35,235
-210
| -0.6% | -$3.74K | 0.09% | 173 |
|
|
2021
Q1 | $611K | Sell |
35,445
-1,201
| -3% | -$19.7K | 0.08% | 214 |
|
|
2020
Q4 | $579K | Sell |
36,646
-2,579
| -7% | -$37.5K | 0.08% | 209 |
|
|
2020
Q3 | $529K | Hold |
39,225
| – | – | 0.08% | 203 |
|
|
2020
Q2 | $488K | Hold |
39,225
| – | – | 0.08% | 220 |
|
|
2020
Q1 | $383K | Sell |
39,225
-3,996
| -9% | -$50.1K | 0.08% | 218 |
|
|
2019
Q4 | $588K | Buy |
43,221
+5,000
| +13% | +$65.6K | 0.1% | 213 |
|
|
2019
Q3 | $486K | Buy |
38,221
+22,235
| +139% | +$285K | 0.09% | 223 |
|
|
2019
Q2 | $204K | Buy |
15,986
+3
| +0% | +$38 | 0.04% | 367 |
|
|
2019
Q1 | $198K | Sell |
15,983
-558
| -3% | -$6.66K | 0.04% | 364 |
|
|
2018
Q4 | $175K | Sell |
16,541
-37,212
| -69% | -$437K | 0.04% | 340 |
|
|
2018
Q3 | $722K | Buy |
53,753
+11
| +0% | +$145 | 0.16% | 151 |
|
|
2018
Q2 | $681K | Buy |
53,742
+11
| +0% | +$135 | 0.16% | 159 |
|
|
2018
Q1 | $636K | Buy |
53,731
+9,538
| +22% | +$116K | 0.21% | 131 |
|
|
2017
Q4 | $534K | Buy |
44,193
+33,637
| +319% | +$411K | 0.17% | 160 |
|
|
2017
Q3 | $128K | Buy |
+10,556
| New | +$125K | 0.05% | 261 |
|
Other funds holding CSQ
CA
B
MGAM
Arete Wealth Advisors's CSQ Position: Q3 2025 in Review
Arete Wealth Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2025, closing a stake of 34,356 shares — an estimated $627K sold.
Arete Wealth Advisors first reported a position in CSQ in Q3 2017 and held it in 31 quarters. The position peaked at $1.08M in Q2 2023. 208 funds tracked by Wall St. Rank hold CSQ as of Q3 2025.
- Arete Wealth Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q3 2025 after selling out during the quarter.
- Arete Wealth Advisors sold 34,356 Calamos Strategic Total Return Fund shares in Q3 2025, an estimated $627K.
- Arete Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2017 and held it in 31 quarters.
- Arete Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $1.08M in Q2 2023.
- 208 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2025.
Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.