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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EverSource Wealth Advisors's CSQ Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Calamos Strategic Total Return Fund (CSQ) stake by 0.13% in Q1 2026, buying an estimated $450 and bringing the position to 17,835 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #835.

EverSource Wealth Advisors first reported a position in CSQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $495K in Q4 2022. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

EverSource Wealth Advisors held 17,835 shares of Calamos Strategic Total Return Fund worth $305K as of Q1 2026.
EverSource Wealth Advisors bought 24 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $450.
Calamos Strategic Total Return Fund made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #835 holding.
EverSource Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $495K in Q4 2022.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.