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

Clearstead 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
2026 Q1	$2.33M	Buy	136,253 +834	+0.6%	+$15.6K	0.02%	332
2025 Q4	$2.6M	Sell	135,419 -2,771	-2%	-$52.8K	0.03%	286
2025 Q3	$2.67M	Sell	138,190 -1,095	-0.8%	-$20.3K	0.04%	275
2025 Q2	$2.54M	Sell	139,285 -2,333	-2%	-$38.7K	0.04%	280
2025 Q1	$2.29M	Sell	141,618 -4,432	-3%	-$77.7K	0.04%	273
2024 Q4	$2.59M	Buy	146,050 +1,045	+0.7%	+$18.6K	0.04%	256
2024 Q3	$2.52M	Sell	145,005 -28,529	-16%	-$481K	0.04%	264
2024 Q2	$2.92M	Buy	+173,534	New	+$2.81M	0.05%	233
2022 Q1	–	Sell	-850	Closed	-$16K	–	1390
2021 Q4	$16K	Buy	+850	New	+$16K	﹤0.01%	859

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

Clearstead Advisors's CSQ Position: Q1 2026 in Review

Clearstead Advisors increased its Calamos Strategic Total Return Fund (CSQ) stake by 0.62% in Q1 2026, buying an estimated $15.6K and bringing the position to 136,253 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #332.

Clearstead Advisors first reported a position in CSQ in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.92M in Q2 2024. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Clearstead Advisors held 136,253 shares of Calamos Strategic Total Return Fund worth $2.33M as of Q1 2026.
Clearstead Advisors bought 834 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $15.6K.
Calamos Strategic Total Return Fund made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #332 holding.
Clearstead Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and has held it in 9 quarters since.
Clearstead Advisors's Calamos Strategic Total Return Fund position peaked at $2.92M in Q2 2024.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.