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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return