Center for Financial Planning’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Center for Financial Planning’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
2021 Q3	–	Sell	-1,000	Closed	-$18K	–	498
2021 Q2	$18K	Hold	1,000	–	–	﹤0.01%	312
2021 Q1	$17K	Hold	1,000	–	–	﹤0.01%	323
2020 Q4	$16K	Hold	1,000	–	–	﹤0.01%	309
2020 Q3	$13K	Hold	1,000	–	–	﹤0.01%	290
2020 Q2	$12K	Hold	1,000	–	–	﹤0.01%	294
2020 Q1	$10K	Buy	+1,000	New	+$12.6K	﹤0.01%	320

Other funds holding CSQ

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Center for Financial Planning's CSQ Position: Q3 2021 in Review

Center for Financial Planning sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2021, closing a stake of 1,000 shares — an estimated $18K sold.

Center for Financial Planning first reported a position in CSQ in Q1 2020 and held it in 6 quarters. The position peaked at $18K in Q2 2021. 143 funds tracked by Wall St. Rank hold CSQ as of Q3 2021.

Center for Financial Planning reported no remaining Calamos Strategic Total Return Fund position as of Q3 2021 after selling out during the quarter.
Center for Financial Planning sold 1,000 Calamos Strategic Total Return Fund shares in Q3 2021, an estimated $18K.
Center for Financial Planning first reported a position in Calamos Strategic Total Return Fund in Q1 2020 and held it in 6 quarters.
Center for Financial Planning's Calamos Strategic Total Return Fund position peaked at $18K in Q2 2021.
143 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2021.

Based on Center for Financial Planning's 13F filing for Q3 2021, filed 27 Oct 2021.