Evolution Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Evolution Wealth Management’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	$8.43K	Hold	410	–	–	0.01%	611
2026 Q1	$7.02K	Hold	410	–	–	0.01%	562
2025 Q4	$7.87K	Hold	410	–	–	0.01%	477
2025 Q3	$7.91K	Sell	410 -1,796	-81%	-$33.4K	0.01%	397
2025 Q2	$40.2K	Buy	+2,206	New	+$36.6K	0.05%	202

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Evolution Wealth Management's CSQ Position: Q2 2026 in Review

Evolution Wealth Management held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 410 shares worth $8.43K. The position accounts for 0.01% of the portfolio, ranked #611.

Evolution Wealth Management first reported a position in CSQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.2K in Q2 2025. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Evolution Wealth Management held 410 shares of Calamos Strategic Total Return Fund worth $8.43K as of Q2 2026.
Evolution Wealth Management left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
Calamos Strategic Total Return Fund made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #611 holding.
Evolution Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's Calamos Strategic Total Return Fund position peaked at $40.2K in Q2 2025.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.