Game Plan Financial Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Game Plan Financial 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 Q1	$342K	Hold	20,000	–	–	0.15%	68
2025 Q4	$384K	Hold	20,000	–	–	0.15%	72
2025 Q3	$386K	Hold	20,000	–	–	0.16%	69
2025 Q2	$365K	Hold	20,000	–	–	0.16%	68
2025 Q1	$324K	Hold	20,000	–	–	0.16%	71
2024 Q4	$354K	Hold	20,000	–	–	0.17%	67
2024 Q3	$347K	Hold	20,000	–	–	0.17%	71
2024 Q2	$337K	Hold	20,000	–	–	0.17%	76
2024 Q1	$327K	Hold	20,000	–	–	0.17%	76
2023 Q4	$297K	Buy	+20,000	New	+$279K	0.17%	83
2022 Q4	$336K	Hold	25,000	–	–	0.28%	61
2022 Q3	$313K	Hold	25,000	–	–	0.26%	59
2022 Q2	$328K	Hold	25,000	–	–	0.26%	63
2022 Q1	$438K	Hold	25,000	–	–	0.26%	61
2021 Q4	$482K	Hold	25,000	–	–	0.26%	66
2021 Q3	$443K	Hold	25,000	–	–	0.26%	69
2021 Q2	$455K	Hold	25,000	–	–	0.27%	67
2021 Q1	$430K	Hold	25,000	–	–	0.28%	67
2020 Q4	$393K	Buy	+25,000	New	+$364K	0.28%	64
2020 Q2	–	Sell	-25,000	Closed	-$244K	–	66
2020 Q1	$244K	Hold	25,000	–	–	0.29%	62
2019 Q4	$340K	Buy	+25,000	New	+$328K	0.32%	62

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Game Plan Financial Advisors's CSQ Position: Q1 2026 in Review

Game Plan Financial Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 20,000 shares worth $342K. The position accounts for 0.15% of the portfolio, ranked #68.

Game Plan Financial Advisors first reported a position in CSQ in Q4 2019 and has held it in 21 quarters since. The position peaked at $482K in Q4 2021. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Game Plan Financial Advisors held 20,000 shares of Calamos Strategic Total Return Fund worth $342K as of Q1 2026.
Game Plan Financial Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
Calamos Strategic Total Return Fund made up 0.15% of Game Plan Financial Advisors's portfolio in Q1 2026, its #68 holding.
Game Plan Financial Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2019 and has held it in 21 quarters since.
Game Plan Financial Advisors's Calamos Strategic Total Return Fund position peaked at $482K in Q4 2021.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.