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 Q2	$2.75M	Sell	133,571 -2,682	-2%	-$52.9K	0.03%	333
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 $1.55T 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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

Clearstead Advisors's CSQ Position: Q2 2026 in Review

Clearstead Advisors reduced its Calamos Strategic Total Return Fund (CSQ) stake by 2% in Q2 2026, selling an estimated $52.9K and leaving 133,571 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #333.

Clearstead Advisors first reported a position in CSQ in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.92M in Q2 2024. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Clearstead Advisors held 133,571 shares of Calamos Strategic Total Return Fund worth $2.75M as of Q2 2026.
Clearstead Advisors sold 2,682 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $52.9K.
Calamos Strategic Total Return Fund made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #333 holding.
Clearstead Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and has held it in 10 quarters since.
Clearstead Advisors's Calamos Strategic Total Return Fund position peaked at $2.92M in Q2 2024.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.