Gould Capital’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Gould Capital’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 Q1	–	Sell	-500	Closed	-$8.86K	–	217
2024 Q4	$8.86K	Sell	500 -1,500	-75%	-$26.7K	0.01%	146
2024 Q3	$34.7K	Hold	2,000	–	–	0.02%	92
2024 Q2	$33.7K	Sell	2,000 -1,500	-43%	-$24.3K	0.02%	96
2024 Q1	$57.3K	Hold	3,500	–	–	0.04%	81
2023 Q4	$52K	Sell	3,500 -500	-13%	-$6.98K	0.04%	81
2023 Q3	$56.1K	Hold	4,000	–	–	0.05%	74
2023 Q2	$59K	Hold	4,000	–	–	0.05%	74
2023 Q1	$56K	Hold	4,000	–	–	0.04%	74
2022 Q4	$53.7K	Hold	4,000	–	–	0.04%	78
2022 Q3	$50K	Hold	4,000	–	–	0.04%	72
2022 Q2	$52K	Sell	4,000 -2,408	-38%	-$35.8K	0.04%	72
2022 Q1	$112K	Buy	6,408 +42	+0.7%	+$727	0.08%	58
2021 Q4	$123K	Buy	+6,366	New	+$120K	0.09%	57

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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

Gould Capital's CSQ Position: Q1 2025 in Review

Gould Capital sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2025, closing a stake of 500 shares — an estimated $8.86K sold.

Gould Capital first reported a position in CSQ in Q4 2021 and held it in 13 quarters. The position peaked at $123K in Q4 2021. 200 funds tracked by Wall St. Rank hold CSQ as of Q1 2025.

Gould Capital reported no remaining Calamos Strategic Total Return Fund position as of Q1 2025 after selling out during the quarter.
Gould Capital sold 500 Calamos Strategic Total Return Fund shares in Q1 2025, an estimated $8.86K.
Gould Capital first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and held it in 13 quarters.
Gould Capital's Calamos Strategic Total Return Fund position peaked at $123K in Q4 2021.
200 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2025.

Based on Gould Capital's 13F filing for Q1 2025, filed 14 May 2025.