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Estate Planners Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-150
Closed -$2.88K – 138
2025
Q4 		$2.88K Buy
+150
New +$2.86K ﹤0.01% 381

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Estate Planners Group's CSQ Position: Q1 2026 in Review

Estate Planners Group sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2026, closing a stake of 150 shares — an estimated $2.88K sold.

Estate Planners Group first reported a position in CSQ in Q4 2025 and held it in 1 quarter. The position peaked at $2.88K in Q4 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

  • Estate Planners Group reported no remaining Calamos Strategic Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 150 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $2.88K.
  • Estate Planners Group first reported a position in Calamos Strategic Total Return Fund in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Calamos Strategic Total Return Fund position peaked at $2.88K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.