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Future Financial Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Future Financial Wealth Management’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
-1,100
Closed -$21.2K – 186
2025
Q3 		$21.2K Hold
1,100
– – 0.01% 332
2025
Q2 		$20.1K Hold
1,100
– – 0.01% 323
2025
Q1 		$17.8K Hold
1,100
– – 0.01% 332
2024
Q4 		$19.5K Hold
1,100
– – 0.01% 326
2024
Q3 		$19.1K Buy
+1,100
New +$18.5K 0.01% 342
2024
Q2 		– Sell
-1,100
Closed -$18K – 184
2024
Q1 		$18K Buy
+1,100
New +$17.2K 0.01% 359
2022
Q2 		– Sell
-1,100
Closed -$19K – 198
2022
Q1 		$19K Hold
1,100
– – 0.02% 372
2021
Q4 		$21K Buy
+1,100
New +$20.7K 0.02% 371

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $528B 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 $376B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return