Bensler’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Bensler’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	$19.1M	Buy	1,114,699 +27,598	+3%	+$517K	1.97%	12
2025 Q4	$20.9M	Buy	1,087,101 +79,519	+8%	+$1.51M	2.09%	12
2025 Q3	$19.4M	Buy	1,007,582 +13,106	+1%	+$244K	2.02%	14
2025 Q2	$18.1M	Buy	994,476 +1,720	+0.2%	+$28.5K	2.03%	14
2025 Q1	$16.1M	Buy	992,756 +28,416	+3%	+$498K	2.01%	16
2024 Q4	$17.1M	Buy	964,340 +17,966	+2%	+$320K	2.03%	14
2024 Q3	$16.4M	Buy	946,374 +11,991	+1%	+$202K	2.07%	13
2024 Q2	$15.7M	Buy	934,383 +1,530	+0.2%	+$24.8K	2.12%	15
2024 Q1	$15.3M	Buy	932,853 +49,792	+6%	+$779K	2.21%	11
2023 Q4	$13.1M	Buy	883,061 +65,291	+8%	+$911K	2.18%	10
2023 Q3	$11.5M	Buy	817,770 +26,114	+3%	+$385K	2.21%	9
2023 Q2	$11.7M	Buy	791,656 +8,710	+1%	+$121K	2.22%	10
2023 Q1	$11M	Buy	782,946 +7,284	+0.9%	+$102K	2.21%	9
2022 Q4	$10.4M	Buy	775,662 +11,175	+1%	+$151K	2.31%	10
2022 Q3	$9.56M	Buy	764,487 +11,909	+2%	+$172K	2.28%	10
2022 Q2	$9.87M	Buy	752,578 +16,020	+2%	+$238K	2.35%	8
2022 Q1	$12.9M	Buy	736,558 +27,322	+4%	+$473K	2.72%	6
2021 Q4	$13.7M	Buy	+709,236	New	+$13.4M	3.81%	6

Other funds holding CSQ

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bensler's CSQ Position: Q1 2026 in Review

Bensler increased its Calamos Strategic Total Return Fund (CSQ) stake by 2.5% in Q1 2026, buying an estimated $517K and bringing the position to 1,114,699 shares worth $19.1M. The position accounts for 1.97% of the portfolio, ranked #12.

Bensler first reported a position in CSQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.9M in Q4 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Bensler held 1,114,699 shares of Calamos Strategic Total Return Fund worth $19.1M as of Q1 2026.
Bensler bought 27,598 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $517K.
Calamos Strategic Total Return Fund made up 1.97% of Bensler's portfolio in Q1 2026, its #12 holding.
Bensler first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and has held it in 18 quarters since.
Bensler's Calamos Strategic Total Return Fund position peaked at $20.9M in Q4 2025.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Bensler's 13F filing for Q1 2026, filed 4 May 2026.