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Benjamin Edwards Inc’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Benjamin Edwards Inc’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
2026
Q1 		$205K Buy
12,001
+1,410
+13% +$26.4K ﹤0.01% 1298
2025
Q4 		$203K Buy
+10,591
New +$202K ﹤0.01% 1268

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Benjamin Edwards Inc's CSQ Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Calamos Strategic Total Return Fund (CSQ) stake by 13% in Q1 2026, buying an estimated $26.4K and bringing the position to 12,001 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Benjamin Edwards Inc first reported a position in CSQ in Q4 2025 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

  • Benjamin Edwards Inc held 12,001 shares of Calamos Strategic Total Return Fund worth $205K as of Q1 2026.
  • Benjamin Edwards Inc bought 1,410 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $26.4K.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1298 holding.
  • Benjamin Edwards Inc first reported a position in Calamos Strategic Total Return Fund in Q4 2025 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.