Financial Gravity Asset Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Financial Gravity Asset 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
2021 Q2	–	Sell	-1,265	Closed	-$22	–	977
2021 Q1	$22	Buy	+1,265	New	+$20.8K	﹤0.01%	652
2019 Q4	–	Sell	-1	Closed	–	–	1430
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1243
2019 Q2	$0	Sell	1 -70	-99%	-$880	﹤0.01%	1299
2019 Q1	$1K	Buy	+71	New	+$848	﹤0.01%	1064
2018 Q3	$5K	Buy	481 +46	+11%	+$607	0.01%	720
2018 Q2	$6K	Buy	435 +100	+30%	+$1.23K	0.01%	683
2018 Q1	$4K	Buy	+335	New	+$4.09K	﹤0.01%	771

Other funds holding CSQ

Bank of America

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

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return