Farther Finance Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Farther Finance 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 Q3	$216K	Sell	10,587 -1,826	-15%	-$37.6K	﹤0.01%	2242
2026 Q2	$255K	Sell	12,413 -148	-1%	-$2.92K	﹤0.01%	2063
2026 Q1	$218K	Buy	12,561 +8,527	+211%	+$160K	﹤0.01%	1959
2025 Q4	$77.5K	Buy	4,034 +165	+4%	+$3.14K	﹤0.01%	2509
2025 Q3	$74.6K	Hold	3,869	–	–	﹤0.01%	2210
2025 Q2	$70.6K	Buy	3,869 +1,700	+78%	+$28.2K	﹤0.01%	1951
2025 Q1	$35.2K	Buy	2,169 +1,862	+607%	+$32.6K	﹤0.01%	2082
2024 Q4	$5.44K	Hold	307	–	–	﹤0.01%	2632
2024 Q3	$5.33K	Hold	307	–	–	﹤0.01%	2622
2024 Q2	$5.16K	Hold	307	–	–	﹤0.01%	2381
2024 Q1	$5.02K	Hold	307	–	–	﹤0.01%	2068
2023 Q4	$4.57K	Hold	307	–	–	﹤0.01%	2010
2023 Q3	$4.32K	Buy	+307	New	+$4.52K	﹤0.01%	1561

Other funds holding CSQ

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's CSQ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Calamos Strategic Total Return Fund (CSQ) stake by 15% in Q3 2026, selling an estimated $37.6K and leaving 10,587 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Farther Finance Advisors first reported a position in CSQ in Q3 2023 and has held it in 13 quarters since. The position peaked at $255K in Q2 2026. 17 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

Farther Finance Advisors held 10,587 shares of Calamos Strategic Total Return Fund worth $216K as of Q3 2026.
Farther Finance Advisors sold 1,826 Calamos Strategic Total Return Fund shares in Q3 2026, an estimated $37.6K.
Calamos Strategic Total Return Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2242 holding.
Farther Finance Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and has held it in 13 quarters since.
Farther Finance Advisors's Calamos Strategic Total Return Fund position peaked at $255K in Q2 2026.
17 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.