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

Guardian Wealth Advisors (North Carolina)’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
2026 Q2	$469K	Buy	22,822 +59	+0.3%	+$1.16K	0.03%	251
2026 Q1	$390K	Sell	22,763 -195	-0.8%	-$3.66K	0.02%	249
2025 Q4	$441K	Sell	22,958 -473	-2%	-$9.01K	0.03%	235
2025 Q3	$452K	Buy	23,431 +50	+0.2%	+$929	0.03%	222
2025 Q2	$426K	Buy	23,381 +57	+0.2%	+$945	0.03%	216
2025 Q1	$377K	Hold	23,324	–	–	0.03%	219
2024 Q4	$413K	Buy	+23,324	New	+$416K	0.03%	210

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

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

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

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

Guardian Wealth Advisors (North Carolina)'s CSQ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Calamos Strategic Total Return Fund (CSQ) stake by 0.26% in Q2 2026, buying an estimated $1.16K and bringing the position to 22,822 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #251.

Guardian Wealth Advisors (North Carolina) first reported a position in CSQ in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 22,822 shares of Calamos Strategic Total Return Fund worth $469K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 59 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $1.16K.
Calamos Strategic Total Return Fund made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #251 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.