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

EverSource Wealth Advisors’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 		$341K Sell
16,575
-1,260
-7% -$24.9K 0.01% 746
2026
Q1 		$305K Buy
17,835
+24
+0.1% +$450 0.01% 835
2025
Q4 		$342K Sell
17,811
-853
-5% -$16.2K 0.01% 703
2025
Q3 		$360K Buy
18,664
+20
+0.1% +$372 0.01% 632
2025
Q2 		$340K Buy
18,644
+22
+0.1% +$365 0.02% 612
2025
Q1 		$301K Buy
18,622
+20
+0.1% +$351 0.02% 527
2024
Q4 		$329K Buy
18,602
+20
+0.1% +$356 0.02% 482
2024
Q3 		$322K Buy
18,582
+14
+0.1% +$236 0.02% 428
2024
Q2 		$312K Buy
18,568
+2,920
+19% +$47.4K 0.02% 428
2024
Q1 		$243K Buy
15,648
+671
+4% +$10.5K 0.02% 436
2023
Q4 		$223K Sell
14,977
-512
-3% -$7.15K 0.02% 411
2023
Q3 		$218K Sell
15,489
-335
-2% -$4.93K 0.02% 382
2023
Q2 		$233K Hold
15,824
– – 0.03% 369
2023
Q1 		$222K Sell
15,824
-21,080
-57% -$294K 0.03% 354
2022
Q4 		$495K Buy
+36,904
New +$499K 0.08% 197

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

EverSource Wealth Advisors's CSQ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Calamos Strategic Total Return Fund (CSQ) stake by 7.1% in Q2 2026, selling an estimated $24.9K and leaving 16,575 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #746.

EverSource Wealth Advisors first reported a position in CSQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $495K in Q4 2022. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • EverSource Wealth Advisors held 16,575 shares of Calamos Strategic Total Return Fund worth $341K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,260 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $24.9K.
  • Calamos Strategic Total Return Fund made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #746 holding.
  • EverSource Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $495K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.