Financial Life Planners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Financial Life Planners’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
2025 Q4	–	Sell	-513	Closed	-$9.9K	–	120
2025 Q3	$9.9K	Buy	+513	New	+$9.53K	0.01%	248
2025 Q1	–	Sell	-487	Closed	-$8.62K	–	153
2024 Q4	$8.62K	Buy	+487	New	+$8.68K	0.01%	272

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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 $445B AUM 25.58% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Financial Life Planners's CSQ Position: Q4 2025 in Review

Financial Life Planners sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2025, closing a stake of 513 shares — an estimated $9.9K sold.

Financial Life Planners first reported a position in CSQ in Q4 2024 and held it in 2 quarters. The position peaked at $9.9K in Q3 2025. 214 funds tracked by Wall St. Rank hold CSQ as of Q4 2025.

Financial Life Planners reported no remaining Calamos Strategic Total Return Fund position as of Q4 2025 after selling out during the quarter.
Financial Life Planners sold 513 Calamos Strategic Total Return Fund shares in Q4 2025, an estimated $9.9K.
Financial Life Planners first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and held it in 2 quarters.
Financial Life Planners's Calamos Strategic Total Return Fund position peaked at $9.9K in Q3 2025.
214 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.