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FWL Investment Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

FWL Investment 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
2026
Q2 		$73K Buy
+3,550
New +$70K 0.01% 175
2025
Q3 		– Sell
-115
Closed -$2.1K – 343
2025
Q2 		$2.1K Hold
115
– – ﹤0.01% 287
2025
Q1 		$1.86K Hold
115
– – ﹤0.01% 277
2024
Q4 		$2.04K Buy
+115
New +$2.05K ﹤0.01% 287

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
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

FWL Investment Management's CSQ Position: Q2 2026 in Review

FWL Investment Management opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q2 2026: 3,550 shares worth $73K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in CSQ as recently as Q2 2025.

FWL Investment Management first reported a position in CSQ in Q4 2024 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • FWL Investment Management held 3,550 shares of Calamos Strategic Total Return Fund worth $73K as of Q2 2026.
  • Calamos Strategic Total Return Fund was a new FWL Investment Management position in Q2 2026.
  • Calamos Strategic Total Return Fund made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #175 holding.
  • FWL Investment Management first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.