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Atria Wealth Solutions’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Atria Wealth Solutions’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 		$222K Sell
12,174
-28,710
-70% -$476K 0.01% 1326
2025
Q1 		$662K Sell
40,884
-36,200
-47% -$635K 0.01% 1058
2024
Q4 		$1.37M Buy
77,084
+46,777
+154% +$834K 0.01% 800
2024
Q3 		$526K Buy
30,307
+775
+3% +$13.1K 0.01% 1223
2024
Q2 		$497K Buy
29,532
+14,557
+97% +$236K 0.01% 1240
2024
Q1 		$245K Sell
14,975
-28,592
-66% -$447K ﹤0.01% 1693
2023
Q4 		$650K Buy
43,567
+18,540
+74% +$259K 0.01% 1080
2023
Q3 		$352K Sell
25,027
-729
-3% -$10.7K ﹤0.01% 1310
2023
Q2 		$380K Sell
25,756
-12,599
-33% -$176K 0.01% 1298
2023
Q1 		$537K Buy
38,355
+406
+1% +$5.67K 0.01% 1089
2022
Q4 		$509K Sell
37,949
-569
-1% -$7.69K 0.01% 1069
2022
Q3 		$481K Buy
+38,518
New +$557K 0.01% 1043
2022
Q2 		– Sell
-43,424
Closed -$761K – 1679
2022
Q1 		$761K Buy
+43,424
New +$752K 0.01% 837

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Atria Wealth Solutions's CSQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Calamos Strategic Total Return Fund (CSQ) stake by 70% in Q2 2025, selling an estimated $476K and leaving 12,174 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #1326.

Atria Wealth Solutions first reported a position in CSQ in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.37M in Q4 2024. 201 funds tracked by Wall St. Rank hold CSQ as of Q2 2025.

  • Atria Wealth Solutions held 12,174 shares of Calamos Strategic Total Return Fund worth $222K as of Q2 2025.
  • Atria Wealth Solutions sold 28,710 Calamos Strategic Total Return Fund shares in Q2 2025, an estimated $476K.
  • Calamos Strategic Total Return Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1326 holding.
  • Atria Wealth Solutions first reported a position in Calamos Strategic Total Return Fund in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Calamos Strategic Total Return Fund position peaked at $1.37M in Q4 2024.
  • 201 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.