Atomi Financial Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Atomi Financial Group’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
2025 Q2	–	Sell	-34,070	Closed	-$551K	–	1124
2025 Q1	$551K	Buy	34,070 +4,662	+16%	+$81.7K	0.03%	496
2024 Q4	$521K	Buy	29,408 +1,587	+6%	+$28.3K	0.03%	462
2024 Q3	$483K	Buy	27,821 +4,327	+18%	+$72.9K	0.03%	462
2024 Q2	$396K	Buy	23,494 +3,166	+16%	+$51.3K	0.03%	464
2024 Q1	$333K	Sell	20,328 -1,171	-5%	-$18.3K	0.03%	499
2023 Q4	$320K	Buy	21,499 +2,714	+14%	+$37.9K	0.04%	397
2023 Q3	$264K	Buy	+18,785	New	+$277K	0.09%	268

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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

Atomi Financial Group's CSQ Position: Q2 2025 in Review

Atomi Financial Group sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2025, closing a stake of 34,070 shares — an estimated $551K sold.

Atomi Financial Group first reported a position in CSQ in Q3 2023 and held it in 7 quarters. The position peaked at $551K in Q1 2025. 201 funds tracked by Wall St. Rank hold CSQ as of Q2 2025.

Atomi Financial Group reported no remaining Calamos Strategic Total Return Fund position as of Q2 2025 after selling out during the quarter.
Atomi Financial Group sold 34,070 Calamos Strategic Total Return Fund shares in Q2 2025, an estimated $551K.
Atomi Financial Group first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and held it in 7 quarters.
Atomi Financial Group's Calamos Strategic Total Return Fund position peaked at $551K in Q1 2025.
201 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.