Householder Group Estate & Retirement Specialist’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-7,614	Closed	-$107K	–	1171
2023 Q3	$107K	Buy	+7,614	New	+$112K	0.04%	303
2023 Q1	$107K	Buy	+7,614	New	+$106K	0.04%	290
2022 Q4	–	Sell	-7,614	Closed	-$95K	–	470
2022 Q3	$95K	Buy	+7,614	New	+$110K	0.04%	282

Other funds holding CSQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CSQ Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2023, closing a stake of 7,614 shares — an estimated $107K sold.

Householder Group Estate & Retirement Specialist first reported a position in CSQ in Q3 2022 and held it in 3 quarters. The position peaked at $107K in Q3 2023. 172 funds tracked by Wall St. Rank hold CSQ as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Calamos Strategic Total Return Fund position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 7,614 Calamos Strategic Total Return Fund shares in Q4 2023, an estimated $107K.
Householder Group Estate & Retirement Specialist first reported a position in Calamos Strategic Total Return Fund in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Calamos Strategic Total Return Fund position peaked at $107K in Q3 2023.
172 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.