Capital Advisory Group Advisory Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-628	Closed	-$11K	–	269
2022 Q1	$11K	Buy	+628	New	+$10.9K	0.01%	356
2021 Q4	–	Sell	-628	Closed	-$11K	–	239
2021 Q3	$11K	Hold	628	–	–	﹤0.01%	381
2021 Q2	$11K	Hold	628	–	–	﹤0.01%	382
2021 Q1	$11K	Hold	628	–	–	﹤0.01%	371
2020 Q4	$10K	Hold	628	–	–	﹤0.01%	364
2020 Q3	$8K	Hold	628	–	–	﹤0.01%	340
2020 Q2	$8K	Hold	628	–	–	﹤0.01%	319
2020 Q1	$6K	Buy	+628	New	+$7.88K	0.01%	282

Other funds holding CSQ

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return