Avantax Advisory Services
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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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avantax Advisory Services's CSQ Position: Q2 2024 in Review

Avantax Advisory Services sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2024, closing a stake of 10,664 shares — an estimated $175K sold.

Avantax Advisory Services first reported a position in CSQ in Q3 2020 and held it in 8 quarters. The position peaked at $225K in Q3 2020. 188 funds tracked by Wall St. Rank hold CSQ as of Q2 2024.

  • Avantax Advisory Services reported no remaining Calamos Strategic Total Return Fund position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 10,664 Calamos Strategic Total Return Fund shares in Q2 2024, an estimated $175K.
  • Avantax Advisory Services first reported a position in Calamos Strategic Total Return Fund in Q3 2020 and held it in 8 quarters.
  • Avantax Advisory Services's Calamos Strategic Total Return Fund position peaked at $225K in Q3 2020.
  • 188 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.