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	–	193
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 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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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

Future Financial Wealth Management's CSQ Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2025, closing a stake of 1,100 shares — an estimated $21.2K sold.

Future Financial Wealth Management first reported a position in CSQ in Q4 2021 and held it in 8 quarters. The position peaked at $21.2K in Q3 2025. 214 funds tracked by Wall St. Rank hold CSQ as of Q4 2025.

Future Financial Wealth Management reported no remaining Calamos Strategic Total Return Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,100 Calamos Strategic Total Return Fund shares in Q4 2025, an estimated $21.2K.
Future Financial Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Calamos Strategic Total Return Fund position peaked at $21.2K in Q3 2025.
214 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.