Avantax Advisory Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-10,664	Closed	-$175K	–	2085
2024 Q1	$175K	Sell	10,664 -194	-2%	-$3.03K	﹤0.01%	1556
2023 Q4	$161K	Buy	10,858 +854	+9%	+$11.9K	﹤0.01%	1495
2023 Q3	$141K	Buy	+10,004	New	+$147K	﹤0.01%	1468
2023 Q1	–	Sell	-13,360	Closed	-$179K	–	1495
2022 Q4	$179K	Sell	13,360 -1,633	-11%	-$22.1K	﹤0.01%	1329
2022 Q3	$187K	Buy	14,993 +4,841	+48%	+$70K	﹤0.01%	1226
2022 Q2	$133K	Sell	10,152 -330	-3%	-$4.91K	﹤0.01%	1234
2022 Q1	$184K	Buy	+10,482	New	+$181K	﹤0.01%	1204
2020 Q4	–	Sell	-16,809	Closed	-$225K	–	1014
2020 Q3	$225K	Buy	+16,809	New	+$226K	﹤0.01%	1168

Other funds holding CSQ

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return