Castleview Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-6,850	Closed	-$120K	–	255
2024 Q4	$120K	Hold	6,850	–	–	0.06%	238
2024 Q3	$119K	Hold	6,850	–	–	0.07%	214
2024 Q2	$115K	Buy	+6,850	New	+$111K	0.07%	225

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Castleview Partners's CSQ Position: Q1 2025 in Review

Castleview Partners sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2025, closing a stake of 6,850 shares — an estimated $120K sold.

Castleview Partners first reported a position in CSQ in Q2 2024 and held it in 3 quarters. The position peaked at $120K in Q4 2024. 200 funds tracked by Wall St. Rank hold CSQ as of Q1 2025.

Castleview Partners reported no remaining Calamos Strategic Total Return Fund position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 6,850 Calamos Strategic Total Return Fund shares in Q1 2025, an estimated $120K.
Castleview Partners first reported a position in Calamos Strategic Total Return Fund in Q2 2024 and held it in 3 quarters.
Castleview Partners's Calamos Strategic Total Return Fund position peaked at $120K in Q4 2024.
200 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.