GPS Wealth Strategies Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-30,165	Closed	-$582K	–	766
2025 Q3	$582K	Hold	30,165	–	–	0.06%	171
2025 Q2	$550K	Hold	30,165	–	–	0.06%	173
2025 Q1	$488K	Sell	30,165 -350	-1%	-$6.14K	0.07%	177
2024 Q4	$540K	Hold	30,515	–	–	0.07%	160
2024 Q3	$529K	Hold	30,515	–	–	0.07%	175
2024 Q2	$514K	Hold	30,515	–	–	0.08%	157
2024 Q1	$500K	Buy	30,515 +350	+1%	+$5.47K	0.08%	153
2023 Q4	$449K	Hold	30,165	–	–	0.08%	160
2023 Q3	$424K	Hold	30,165	–	–	0.08%	160
2023 Q2	$445K	Sell	30,165 -5,043	-14%	-$70.3K	0.08%	155
2023 Q1	$493K	Buy	35,208 +8,395	+31%	+$117K	0.1%	140
2022 Q4	$360K	Sell	26,813 -1,833	-6%	-$24.8K	0.11%	89
2022 Q3	$358K	Sell	28,646 -765	-3%	-$11.1K	0.09%	149
2022 Q2	$386K	Buy	29,411 +15,930	+118%	+$237K	0.1%	146
2022 Q1	$236K	Buy	+13,481	New	+$233K	0.05%	186

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

GPS Wealth Strategies Group's CSQ Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2025, closing a stake of 30,165 shares — an estimated $582K sold.

GPS Wealth Strategies Group first reported a position in CSQ in Q1 2022 and held it in 15 quarters. The position peaked at $582K in Q3 2025. 214 funds tracked by Wall St. Rank hold CSQ as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Calamos Strategic Total Return Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 30,165 Calamos Strategic Total Return Fund shares in Q4 2025, an estimated $582K.
GPS Wealth Strategies Group first reported a position in Calamos Strategic Total Return Fund in Q1 2022 and held it in 15 quarters.
GPS Wealth Strategies Group's Calamos Strategic Total Return Fund position peaked at $582K in Q3 2025.
214 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.