Fortis Group Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Fortis Group 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 Q1	$17.1K	Hold	1,000	–	–	﹤0.01%	352
2025 Q4	$19.2K	Hold	1,000	–	–	﹤0.01%	349
2025 Q3	$19.3K	Hold	1,000	–	–	﹤0.01%	300
2025 Q2	$18.2K	Hold	1,000	–	–	﹤0.01%	295
2025 Q1	$16.2K	Hold	1,000	–	–	﹤0.01%	268
2024 Q4	$17.7K	Hold	1,000	–	–	﹤0.01%	268
2024 Q3	$17.4K	Hold	1,000	–	–	﹤0.01%	258
2024 Q2	$16.8K	Hold	1,000	–	–	﹤0.01%	248
2024 Q1	$16.4K	Sell	1,000 -1,000	-50%	-$15.6K	﹤0.01%	271
2023 Q4	$29.7K	Buy	2,000 +1,000	+100%	+$14K	0.01%	201
2023 Q3	$14.1K	Buy	+1,000	New	+$14.7K	﹤0.01%	199
2020 Q3	$13K	Buy	+1,000	New	+$13.5K	﹤0.01%	267

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Fortis Group Advisors's CSQ Position: Q1 2026 in Review

Fortis Group Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 1,000 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Fortis Group Advisors first reported a position in CSQ in Q3 2020 and has held it in 12 quarters since. The position peaked at $29.7K in Q4 2023. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Fortis Group Advisors held 1,000 shares of Calamos Strategic Total Return Fund worth $17.1K as of Q1 2026.
Fortis Group Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of Fortis Group Advisors's portfolio in Q1 2026, its #352 holding.
Fortis Group Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2020 and has held it in 12 quarters since.
Fortis Group Advisors's Calamos Strategic Total Return Fund position peaked at $29.7K in Q4 2023.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.