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B. Riley Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-104,774
Closed -$1.7M – 1104
2025
Q1 		$1.7M Buy
104,774
+7,259
+7% +$127K 0.05% 358
2024
Q4 		$1.74M Sell
97,515
-9,155
-9% -$163K 0.06% 306
2024
Q3 		$1.83M Sell
106,670
-33,657
-24% -$567K 0.05% 338
2024
Q2 		$2.36M Sell
140,327
-132
-0.1% -$2.14K 0.06% 303
2024
Q1 		$1.98M Buy
140,459
+1,357
+1% +$21.2K 0.05% 361
2023
Q4 		$2.08M Sell
139,102
-1,357
-1% -$18.9K 0.06% 348
2023
Q3 		$1.98M Sell
140,459
-157,753
-53% -$2.32M 0.05% 361
2023
Q2 		$4.4M Buy
298,212
+159,803
+115% +$2.23M 0.1% 207
2023
Q1 		$1.94M Sell
138,409
-5,713
-4% -$79.7K 0.05% 352
2022
Q4 		$1.95M Sell
144,122
-24,026
-14% -$325K 0.05% 340
2022
Q3 		$2.1M Buy
168,148
+94,407
+128% +$1.36M 0.06% 300
2022
Q2 		$967K Buy
73,741
+162
+0.2% +$2.41K 0.04% 432
2022
Q1 		$1.29M Buy
73,579
+6,144
+9% +$106K 0.04% 402
2021
Q4 		$1.3M Sell
67,435
-2,853
-4% -$53.7K 0.04% 451
2021
Q3 		$1.25M Buy
70,288
+9,528
+16% +$175K 0.04% 454
2021
Q2 		$1.11M Buy
60,760
+1,859
+3% +$33.1K 0.04% 481
2021
Q1 		$1.01M Buy
58,901
+12,413
+27% +$204K 0.04% 476
2020
Q4 		$735K Buy
+46,488
New +$676K 0.04% 412
2015
Q1 		– Sell
-7,162
Closed -$82K – 850
2014
Q4 		$82K Sell
7,162
-3,234
-31% -$37.3K ﹤0.01% 1830
2014
Q3 		$122K Buy
10,396
+66
+0.6% +$785 0.03% 567
2014
Q2 		$124K Buy
10,330
+68
+0.7% +$784 0.03% 634
2014
Q1 		$114K Sell
10,262
-309
-3% -$3.39K 0.03% 578
2013
Q4 		$115K Buy
10,571
+3,113
+42% +$32.7K 0.04% 514
2013
Q3 		$75K Buy
7,458
+72
+1% +$731 0.03% 598
2013
Q2 		$75K Buy
+7,386
New +$77.5K 0.03% 613

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
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

B. Riley Wealth Advisors's CSQ Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2025, closing a stake of 104,774 shares — an estimated $1.7M sold.

B. Riley Wealth Advisors first reported a position in CSQ in Q2 2013 and held it in 25 quarters. The position peaked at $4.4M in Q2 2023. 201 funds tracked by Wall St. Rank hold CSQ as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 104,774 Calamos Strategic Total Return Fund shares in Q2 2025, an estimated $1.7M.
  • B. Riley Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2013 and held it in 25 quarters.
  • B. Riley Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $4.4M in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.