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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
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 +$83.5K ﹤0.01% 845

Other funds holding CSQ

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

CX Institutional's CSQ Position: Q2 2026 in Review

CX Institutional reduced its Calamos Strategic Total Return Fund (CSQ) stake by 31% in Q2 2026, selling an estimated $27.2K and leaving 3,022 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

CX Institutional first reported a position in CSQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $88K in Q4 2025. 28 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • CX Institutional held 3,022 shares of Calamos Strategic Total Return Fund worth $62K as of Q2 2026.
  • CX Institutional sold 1,380 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $27.2K.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #946 holding.
  • CX Institutional first reported a position in Calamos Strategic Total Return Fund in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's Calamos Strategic Total Return Fund position peaked at $88K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.