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GHP Investment Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

GHP Investment 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
2025
Q3 		– Sell
-3,400
Closed -$62K – 952
2025
Q2 		$62K Buy
+3,400
New +$56.3K ﹤0.01% 494

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
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

GHP Investment Advisors's CSQ Position: Q3 2025 in Review

GHP Investment Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2025, closing a stake of 3,400 shares — an estimated $62K sold.

GHP Investment Advisors first reported a position in CSQ in Q2 2025 and held it in 1 quarter. The position peaked at $62K in Q2 2025. 208 funds tracked by Wall St. Rank hold CSQ as of Q3 2025.

  • GHP Investment Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q3 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 3,400 Calamos Strategic Total Return Fund shares in Q3 2025, an estimated $62K.
  • GHP Investment Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2025 and held it in 1 quarter.
  • GHP Investment Advisors's Calamos Strategic Total Return Fund position peaked at $62K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2025.

Based on GHP Investment Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.