FFA
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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
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

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Farther Finance Advisors's CSQ Position: Q2 2026 in Review

Farther Finance Advisors reduced its Calamos Strategic Total Return Fund (CSQ) stake by 1.2% in Q2 2026, selling an estimated $2.92K and leaving 12,413 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Farther Finance Advisors first reported a position in CSQ in Q3 2023 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • Farther Finance Advisors held 12,413 shares of Calamos Strategic Total Return Fund worth $255K as of Q2 2026.
  • Farther Finance Advisors sold 148 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $2.92K.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2063 holding.
  • Farther Finance Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and has held it in 12 quarters since.
  • 28 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.