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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Fortis Group Advisors's CSQ Position: Q2 2026 in Review

Fortis Group Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 1,000 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Fortis Group Advisors first reported a position in CSQ in Q3 2020 and has held it in 13 quarters since. The position peaked at $29.7K in Q4 2023. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Fortis Group Advisors held 1,000 shares of Calamos Strategic Total Return Fund worth $20.6K as of Q2 2026.
Fortis Group Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #343 holding.
Fortis Group Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Calamos Strategic Total Return Fund position peaked at $29.7K in Q4 2023.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.