CX Institutional’s Calamos Strategic Total Return Fund CSQ Stock Holding History

CX Institutional’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 Q3	$53K	Sell	2,586 -436	-14%	-$8.99K	﹤0.01%	1006
2026 Q2	$62K	Sell	3,022 -1,380	-31%	-$27.2K	﹤0.01%	946
2026 Q1	$75K	Sell	4,402 -168	-4%	-$3.15K	﹤0.01%	902
2025 Q4	$88K	Buy	4,570 +74	+2%	+$1.41K	﹤0.01%	873
2025 Q3	$87K	Buy	+4,496	New	+$83.6K	﹤0.01%	845

Other funds holding CSQ

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

CX Institutional's CSQ Position: Q3 2026 in Review

CX Institutional reduced its Calamos Strategic Total Return Fund (CSQ) stake by 14% in Q3 2026, selling an estimated $8.99K and leaving 2,586 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

CX Institutional first reported a position in CSQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $88K in Q4 2025. 46 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

CX Institutional held 2,586 shares of Calamos Strategic Total Return Fund worth $53K as of Q3 2026.
CX Institutional sold 436 Calamos Strategic Total Return Fund shares in Q3 2026, an estimated $8.99K.
Calamos Strategic Total Return Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1006 holding.
CX Institutional first reported a position in Calamos Strategic Total Return Fund in Q3 2025 and has held it in 5 quarters since.
CX Institutional's Calamos Strategic Total Return Fund position peaked at $88K in Q4 2025.
46 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.