Guardian Wealth Advisors (North Carolina)’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
23,381
+57
+0.2% +$1.04K 0.03% 216
2025
Q1
$377K Hold
23,324
0.03% 219
2024
Q4
$413K Buy
+23,324
New +$413K 0.03% 209