DAS
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Dynamic Advisor Solutions’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Dynamic Advisor Solutions’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 		$293K Sell
14,275
-1,346
-9% -$26.6K 0.01% 865
2026
Q1 		$267K Sell
15,621
-476
-3% -$8.92K 0.01% 842
2025
Q4 		$309K Sell
16,097
-994
-6% -$18.9K 0.01% 766
2025
Q3 		$330K Sell
17,091
-29
-0.2% -$539 0.01% 750
2025
Q2 		$312K Buy
17,120
+374
+2% +$6.2K 0.01% 732
2025
Q1 		$271K Sell
16,746
-8
-0% -$140 0.01% 742
2024
Q4 		$297K Sell
16,754
-1,240
-7% -$22.1K 0.01% 538
2024
Q3 		$312K Sell
17,994
-678
-4% -$11.4K 0.01% 735
2024
Q2 		$314K Buy
18,672
+122
+0.7% +$1.98K 0.01% 752
2024
Q1 		$304K Buy
18,550
+23
+0.1% +$360 0.01% 758
2023
Q4 		$271K Sell
18,527
-922
-5% -$12.9K 0.01% 749
2023
Q3 		$274K Sell
19,449
-94
-0.5% -$1.38K 0.01% 682
2023
Q2 		$288K Buy
19,543
+408
+2% +$5.69K 0.02% 638
2023
Q1 		$268K Buy
19,135
+64
+0.3% +$893 0.02% 620
2022
Q4 		$256K Sell
19,071
-568
-3% -$7.68K 0.02% 594
2022
Q3 		$245K Buy
19,639
+1,833
+10% +$26.5K 0.02% 576
2022
Q2 		$233K Buy
17,806
+3,282
+23% +$48.9K 0.02% 608
2022
Q1 		$255K Buy
14,524
+3,456
+31% +$59.8K 0.02% 611
2021
Q4 		$214K Buy
11,068
+3
+0% +$57 0.02% 669
2021
Q3 		$196K Sell
11,065
-96
-0.9% -$1.77K 0.01% 700
2021
Q2 		$203K Sell
11,161
-546
-5% -$9.73K 0.02% 675
2021
Q1 		$202K Buy
11,707
+202
+2% +$3.32K 0.02% 623
2020
Q4 		$182K Sell
11,505
-22
-0.2% -$320 0.02% 617
2020
Q3 		$155K Buy
11,527
+5
+0% +$67 0.02% 551
2020
Q2 		$143K Sell
11,522
-770
-6% -$8.83K 0.02% 503
2020
Q1 		$120K Buy
12,292
+103
+0.8% +$1.29K 0.02% 444
2019
Q4 		$166K Sell
12,189
-298
-2% -$3.91K 0.02% 519
2019
Q3 		$159K Buy
12,487
+1
+0% +$13 0.02% 482
2019
Q2 		$159K Sell
12,486
-300
-2% -$3.77K 0.03% 474
2019
Q1 		$158K Hold
12,786
– – 0.03% 395
2018
Q4 		$149K Sell
12,786
-1,300
-9% -$15.3K 0.03% 372
2018
Q3 		$189K Hold
14,086
– – 0.04% 383
2018
Q2 		$178K Buy
14,086
+111
+0.8% +$1.37K 0.04% 386
2018
Q1 		$165K Buy
+13,975
New +$171K 0.04% 345

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

Dynamic Advisor Solutions's CSQ Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Calamos Strategic Total Return Fund (CSQ) stake by 8.6% in Q2 2026, selling an estimated $26.6K and leaving 14,275 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #865.

Dynamic Advisor Solutions first reported a position in CSQ in Q1 2018 and has held it in 34 quarters since. The position peaked at $330K in Q3 2025. 28 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • Dynamic Advisor Solutions held 14,275 shares of Calamos Strategic Total Return Fund worth $293K as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,346 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $26.6K.
  • Calamos Strategic Total Return Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #865 holding.
  • Dynamic Advisor Solutions first reported a position in Calamos Strategic Total Return Fund in Q1 2018 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's Calamos Strategic Total Return Fund position peaked at $330K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.