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

Essential 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	-51,415	Closed	-$916K	–	122
2024 Q4	$916K	Buy	+51,415	New	+$916K	0.01%	235

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

Essential Planning's CSQ Position: Q1 2025 in Review

Essential Planning sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2025, closing a stake of 51,415 shares — an estimated $916K sold.

Essential Planning first reported a position in CSQ in Q4 2024 and held it in 1 quarter. The position peaked at $916K in Q4 2024. 200 funds tracked by Wall St. Rank hold CSQ as of Q1 2025.

Essential Planning reported no remaining Calamos Strategic Total Return Fund position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 51,415 Calamos Strategic Total Return Fund shares in Q1 2025, an estimated $916K.
Essential Planning first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and held it in 1 quarter.
Essential Planning's Calamos Strategic Total Return Fund position peaked at $916K in Q4 2024.
200 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.