Compass Planning Associates’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Compass Planning Associates’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 Q2	$326K	Hold
2025 Q1	$290K	Hold
2024 Q4	$317K	Buy