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

Boyd Watterson 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
2026 Q1	–	Sell	-500	Closed	-$9.6K	–	395
2025 Q4	$9.6K	Hold	500	–	–	﹤0.01%	288
2025 Q3	$9.64K	Hold	500	–	–	﹤0.01%	289
2025 Q2	$9.12K	Hold	500	–	–	﹤0.01%	292
2025 Q1	$8.09K	Hold	500	–	–	﹤0.01%	306
2024 Q4	$8.86K	Hold	500	–	–	﹤0.01%	311
2024 Q3	$8.68K	Hold	500	–	–	﹤0.01%	315
2024 Q2	$8.42K	Hold	500	–	–	﹤0.01%	317
2024 Q1	$8.19K	Buy	+500	New	+$7.82K	﹤0.01%	320

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

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

Boyd Watterson Asset Management's CSQ Position: Q1 2026 in Review

Boyd Watterson Asset Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2026, closing a stake of 500 shares — an estimated $9.6K sold.

Boyd Watterson Asset Management first reported a position in CSQ in Q1 2024 and held it in 8 quarters. The position peaked at $9.64K in Q3 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Boyd Watterson Asset Management reported no remaining Calamos Strategic Total Return Fund position as of Q1 2026 after selling out during the quarter.
Boyd Watterson Asset Management sold 500 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $9.6K.
Boyd Watterson Asset Management first reported a position in Calamos Strategic Total Return Fund in Q1 2024 and held it in 8 quarters.
Boyd Watterson Asset Management's Calamos Strategic Total Return Fund position peaked at $9.64K in Q3 2025.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.