First Personal Financial Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

First Personal Financial Services’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
2024 Q3	$12.7K	Hold	732	–	–	﹤0.01%	292
2024 Q2	$12.3K	Hold	732	–	–	﹤0.01%	263
2024 Q1	$12K	Sell	732 -1,464	-67%	-$22.9K	﹤0.01%	269
2023 Q4	$32.7K	Hold	2,196	–	–	0.01%	231
2023 Q3	$30.9K	Hold	2,196	–	–	0.01%	232
2023 Q2	$32.4K	Hold	2,196	–	–	0.01%	238
2023 Q1	$30.7K	Hold	2,196	–	–	0.01%	249
2022 Q4	$29.5K	Hold	2,196	–	–	0.01%	259
2022 Q3	$27K	Buy	+2,196	New	+$31.7K	0.01%	260
2022 Q1	–	Sell	-42	Closed	-$1K	–	341
2021 Q4	$1K	Buy	+42	New	+$791	﹤0.01%	330

Other funds holding CSQ

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return