Fortis Group Advisors
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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
Q3 		$20.4K Hold
1,000
– – ﹤0.01% 320
2026
Q2 		$20.6K Hold
1,000
– – ﹤0.01% 343
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prairie Wealth Advisors
Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fortis Group Advisors's CSQ Position: Q3 2026 in Review

Fortis Group Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q3 2026 at 1,000 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Fortis Group Advisors first reported a position in CSQ in Q3 2020 and has held it in 14 quarters since. The position peaked at $29.7K in Q4 2023. 116 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

  • Fortis Group Advisors held 1,000 shares of Calamos Strategic Total Return Fund worth $20.4K as of Q3 2026.
  • Fortis Group Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q3 2026.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of Fortis Group Advisors's portfolio in Q3 2026, its #320 holding.
  • Fortis Group Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2020 and has held it in 14 quarters since.
  • Fortis Group Advisors's Calamos Strategic Total Return Fund position peaked at $29.7K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.