Arkadios Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Arkadios Wealth 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
2024 Q4	–	Sell	-10,000	Closed	-$174K	–	957
2024 Q3	$174K	Hold	10,000	–	–	0.01%	856
2024 Q2	$168K	Buy	+10,000	New	+$162K	0.01%	779
2021 Q3	–	Sell	-209	Closed	-$3K	–	1899
2021 Q2	$3K	Buy	209 +4	+2%	+$71	﹤0.01%	1810
2021 Q1	$3K	Buy	205 +4	+2%	+$66	﹤0.01%	1452
2020 Q4	$3K	Buy	+201	New	+$2.92K	﹤0.01%	1193

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Arkadios Wealth Advisors's CSQ Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2024, closing a stake of 10,000 shares — an estimated $174K sold.

Arkadios Wealth Advisors first reported a position in CSQ in Q4 2020 and held it in 5 quarters. The position peaked at $174K in Q3 2024. 202 funds tracked by Wall St. Rank hold CSQ as of Q4 2024.

Arkadios Wealth Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q4 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,000 Calamos Strategic Total Return Fund shares in Q4 2024, an estimated $174K.
Arkadios Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $174K in Q3 2024.
202 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.