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Decker Retirement Planning’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Decker Retirement Planning’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
-223
Closed -$3.95K – 298
2024
Q4 		$3.95K Buy
+223
New +$3.97K ﹤0.01% 354

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
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

Decker Retirement Planning's CSQ Position: Q1 2025 in Review

Decker Retirement Planning sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2025, closing a stake of 223 shares — an estimated $3.95K sold.

Decker Retirement Planning first reported a position in CSQ in Q4 2024 and held it in 1 quarter. The position peaked at $3.95K in Q4 2024. 200 funds tracked by Wall St. Rank hold CSQ as of Q1 2025.

  • Decker Retirement Planning reported no remaining Calamos Strategic Total Return Fund position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 223 Calamos Strategic Total Return Fund shares in Q1 2025, an estimated $3.95K.
  • Decker Retirement Planning first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's Calamos Strategic Total Return Fund position peaked at $3.95K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.