Clarus Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Clarus Wealth Advisors’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
2019 Q2	–	Sell	-1,634	Closed	-$20K	–	596
2019 Q1	$20K	Hold	1,634	–	–	0.02%	413
2018 Q4	$17K	Hold	1,634	–	–	0.03%	422
2018 Q3	$22K	Hold	1,634	–	–	0.01%	416
2018 Q2	$19K	Buy	+1,634	New	+$20.1K	0.01%	430

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

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

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

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

Clarus Wealth Advisors's CSQ Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2019, closing a stake of 1,634 shares — an estimated $20K sold.

Clarus Wealth Advisors first reported a position in CSQ in Q2 2018 and held it in 4 quarters. The position peaked at $22K in Q3 2018. 126 funds tracked by Wall St. Rank hold CSQ as of Q2 2019.

Clarus Wealth Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,634 Calamos Strategic Total Return Fund shares in Q2 2019, an estimated $20K.
Clarus Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $22K in Q3 2018.
126 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.