EWA
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EP Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

EP Wealth Advisors’s Portfolio CSQ Stock Details CSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$349K Sell
19,148
-12,369
-39% -$226K ﹤0.01% 933
2025
Q1 		$510K Buy
31,517
+1,172
+4% +$19K ﹤0.01% 703
2024
Q4 		$537K Buy
30,345
+1,048
+4% +$18.6K ﹤0.01% 670
2024
Q3 		$508K Buy
+29,297
New +$508K ﹤0.01% 690