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 Q2	$442K	Buy	21,500 +1,500	+8%	+$29.6K	0.16%	72
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 $1.55T 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

Game Plan Financial Advisors's CSQ Position: Q2 2026 in Review

Game Plan Financial Advisors increased its Calamos Strategic Total Return Fund (CSQ) stake by 7.5% in Q2 2026, buying an estimated $29.6K and bringing the position to 21,500 shares worth $442K. The position accounts for 0.16% of the portfolio, ranked #72.

Game Plan Financial Advisors first reported a position in CSQ in Q4 2019 and has held it in 22 quarters since. The position peaked at $482K in Q4 2021. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Game Plan Financial Advisors held 21,500 shares of Calamos Strategic Total Return Fund worth $442K as of Q2 2026.
Game Plan Financial Advisors bought 1,500 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $29.6K.
Calamos Strategic Total Return Fund made up 0.16% of Game Plan Financial Advisors's portfolio in Q2 2026, its #72 holding.
Game Plan Financial Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2019 and has held it in 22 quarters since.
Game Plan Financial Advisors's Calamos Strategic Total Return Fund position peaked at $482K in Q4 2021.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.