Cyndeo Wealth Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Cyndeo Wealth Partners’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 Q1	–	Sell	-20,818	Closed	-$369K	–	457
2024 Q4	$369K	Hold	20,818	–	–	0.02%	341
2024 Q3	$361K	Hold	20,818	–	–	0.03%	344
2024 Q2	$351K	Hold	20,818	–	–	0.03%	322
2024 Q1	$341K	Hold	20,818	–	–	0.03%	310
2023 Q4	$310K	Hold	20,818	–	–	0.03%	310
2023 Q3	$293K	Hold	20,818	–	–	0.03%	281
2023 Q2	$307K	Hold	20,818	–	–	0.03%	265
2023 Q1	$291K	Sell	20,818 -1,103	-5%	-$15.4K	0.03%	266
2022 Q4	$294K	Buy	+21,921	New	+$296K	0.03%	261

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

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

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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

Cyndeo Wealth Partners's CSQ Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2025, closing a stake of 20,818 shares — an estimated $369K sold.

Cyndeo Wealth Partners first reported a position in CSQ in Q4 2022 and held it in 9 quarters. The position peaked at $369K in Q4 2024. 200 funds tracked by Wall St. Rank hold CSQ as of Q1 2025.

Cyndeo Wealth Partners reported no remaining Calamos Strategic Total Return Fund position as of Q1 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 20,818 Calamos Strategic Total Return Fund shares in Q1 2025, an estimated $369K.
Cyndeo Wealth Partners first reported a position in Calamos Strategic Total Return Fund in Q4 2022 and held it in 9 quarters.
Cyndeo Wealth Partners's Calamos Strategic Total Return Fund position peaked at $369K in Q4 2024.
200 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.