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

Compass Planning Associates’s Portfolio CSQ Stock Details CSQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$326K Hold
17,898
– – 0.3% 27
2025
Q1 		$290K Hold
17,898
– – 0.29% 28
2024
Q4 		$317K Buy
+17,898
New +$317K 0.32% 30