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Belpointe Asset Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-2,912
Closed -$40.8K – 1157
2023
Q1 		$40.8K Hold
2,912
– – ﹤0.01% 1829
2022
Q4 		$39.1K Buy
+2,912
New +$39.4K ﹤0.01% 1753

Other funds holding CSQ

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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Belpointe Asset Management's CSQ Position: Q2 2023 in Review

Belpointe Asset Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2023, closing a stake of 2,912 shares — an estimated $40.8K sold.

Belpointe Asset Management first reported a position in CSQ in Q4 2022 and held it in 2 quarters. The position peaked at $40.8K in Q1 2023. 159 funds tracked by Wall St. Rank hold CSQ as of Q2 2023.

  • Belpointe Asset Management reported no remaining Calamos Strategic Total Return Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,912 Calamos Strategic Total Return Fund shares in Q2 2023, an estimated $40.8K.
  • Belpointe Asset Management first reported a position in Calamos Strategic Total Return Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Calamos Strategic Total Return Fund position peaked at $40.8K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.