Focus Partners Wealth
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Focus Partners Wealth’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Focus Partners Wealth’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
-45,675
Closed -$881K – 2696
2025
Q3 		$881K Buy
45,675
+1,015
+2% +$18.9K ﹤0.01% 1337
2025
Q2 		$815K Buy
+44,660
New +$740K ﹤0.01% 1228

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Focus Partners Wealth's CSQ Position: Q4 2025 in Review

Focus Partners Wealth sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2025, closing a stake of 45,675 shares — an estimated $881K sold.

Focus Partners Wealth first reported a position in CSQ in Q2 2025 and held it in 2 quarters. The position peaked at $881K in Q3 2025. 214 funds tracked by Wall St. Rank hold CSQ as of Q4 2025.

  • Focus Partners Wealth reported no remaining Calamos Strategic Total Return Fund position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 45,675 Calamos Strategic Total Return Fund shares in Q4 2025, an estimated $881K.
  • Focus Partners Wealth first reported a position in Calamos Strategic Total Return Fund in Q2 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Calamos Strategic Total Return Fund position peaked at $881K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.