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Good Life Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Good Life 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
Q2 		$753K Buy
41,287
+29,752
+258% +$493K 0.05% 239
2025
Q1 		$187K Buy
11,535
+393
+4% +$6.89K 0.01% 473
2024
Q4 		$197K Sell
11,142
-11,142
-50% -$199K 0.01% 469
2024
Q3 		$387K Buy
22,284
+11,142
+100% +$188K 0.02% 402
2024
Q2 		$188K Hold
11,142
– – 0.02% 440
2024
Q1 		$182K Buy
11,142
+1
+0% +$16 0.02% 437
2023
Q4 		$166K Hold
11,141
– – 0.02% 418
2023
Q3 		$157K Sell
11,141
-1
-0% -$15 0.02% 395
2023
Q2 		$164K Sell
11,142
-2,644
-19% -$36.8K 0.02% 394
2023
Q1 		$193K Hold
13,786
– – 0.02% 371
2022
Q4 		$185K Hold
13,786
– – 0.03% 335
2022
Q3 		$172K Buy
13,786
+1,538
+13% +$22.2K 0.03% 321
2022
Q2 		$161K Buy
12,248
+14
+0.1% +$208 0.02% 335
2022
Q1 		$214K Buy
12,234
+46
+0.4% +$796 0.03% 353
2021
Q4 		$235K Buy
12,188
+11
+0.1% +$207 0.03% 334
2021
Q3 		$216K Buy
12,177
+10
+0.1% +$184 0.03% 332
2021
Q2 		$221K Sell
12,167
-289
-2% -$5.15K 0.04% 279
2021
Q1 		$214K Buy
12,456
+10
+0.1% +$164 0.04% 280
2020
Q4 		$196K Buy
12,446
+6
+0% +$87 0.05% 257
2020
Q3 		$168K Buy
12,440
+13
+0.1% +$175 0.05% 233
2020
Q2 		$154K Buy
12,427
+13
+0.1% +$149 0.05% 234
2020
Q1 		$121K Buy
12,414
+1,493
+14% +$18.7K 0.04% 205
2019
Q4 		$148K Buy
10,921
+546
+5% +$7.16K 0.04% 255
2019
Q3 		$132K Hold
10,375
– – 0.04% 251
2019
Q2 		$133K Hold
10,375
– – 0.04% 247
2019
Q1 		$129K Hold
10,375
– – 0.04% 235
2018
Q4 		$110K Hold
10,375
– – 0.04% 231
2018
Q3 		$140K Buy
10,375
+9
+0.1% +$119 0.04% 245
2018
Q2 		$131K Hold
10,366
– – 0.04% 229
2018
Q1 		$120K Sell
10,366
-752
-7% -$9.18K 0.04% 211
2017
Q4 		$138K Buy
11,118
+752
+7% +$9.18K 0.04% 228
2017
Q3 		$129K Hold
10,366
– – 0.05% 208
2017
Q2 		$121K Hold
10,366
– – 0.05% 201
2017
Q1 		$115K Hold
10,366
– – 0.06% 191
2016
Q4 		$111K Buy
+10,366
New +$105K 0.06% 157

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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

Good Life Advisors's CSQ Position: Q2 2025 in Review

Good Life Advisors increased its Calamos Strategic Total Return Fund (CSQ) stake by 258% in Q2 2025, buying an estimated $493K and bringing the position to 41,287 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #239.

Good Life Advisors first reported a position in CSQ in Q4 2016 and has held it in 35 quarters since. 201 funds tracked by Wall St. Rank hold CSQ as of Q2 2025.

  • Good Life Advisors held 41,287 shares of Calamos Strategic Total Return Fund worth $753K as of Q2 2025.
  • Good Life Advisors bought 29,752 Calamos Strategic Total Return Fund shares in Q2 2025, an estimated $493K.
  • Calamos Strategic Total Return Fund made up 0.05% of Good Life Advisors's portfolio in Q2 2025, its #239 holding.
  • Good Life Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2016 and has held it in 35 quarters since.
  • 201 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.