IFP Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

IFP Advisors’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	$170K	Hold	8,273	–	–	﹤0.01%	1631
2026 Q1	$142K	Hold	8,273	–	–	﹤0.01%	1597
2025 Q4	$159K	Hold	8,273	–	–	﹤0.01%	1502
2025 Q3	$160K	Hold	8,273	–	–	﹤0.01%	1406
2025 Q2	$151K	Hold	8,273	–	–	﹤0.01%	1411
2025 Q1	$134K	Hold	8,273	–	–	﹤0.01%	1369
2024 Q4	$147K	Hold	8,273	–	–	﹤0.01%	1290
2024 Q3	$144K	Buy	+8,273	New	+$139K	0.01%	1250
2023 Q1	–	Sell	-7,190	Closed	-$90K	–	3577
2022 Q4	$90K	Sell	7,190 -1,650	-19%	-$22.3K	﹤0.01%	1809
2022 Q3	$127K	Hold	8,840	–	–	﹤0.01%	1692
2022 Q2	$111K	Hold	8,840	–	–	﹤0.01%	1619
2022 Q1	$111K	Buy	+8,840	New	+$153K	﹤0.01%	1619
2019 Q1	$80K	Sell	6,450 -3,189	-33%	-$38.1K	0.01%	777
2018 Q4	$100K	Sell	9,639 -200	-2%	-$2.35K	0.01%	1195
2018 Q3	$132K	Sell	9,839 -150	-2%	-$1.98K	0.01%	1313
2018 Q2	$127K	Sell	9,989 -831	-8%	-$10.2K	0.01%	1345
2018 Q1	$131K	Hold	10,820	–	–	0.01%	1219
2017 Q4	$131K	Sell	10,820 -14,977	-58%	-$183K	0.01%	1229
2017 Q3	$313K	Sell	25,797 -4,924	-16%	-$58.4K	0.01%	907
2017 Q2	$361K	Hold	30,721	–	–	0.02%	817
2017 Q1	$343K	Buy	30,721 +1,300	+4%	+$14.2K	0.01%	854
2016 Q4	$302K	Sell	29,421 -100	-0.3%	-$1.01K	0.01%	847
2016 Q3	$303K	Sell	29,521 -14,533	-33%	-$151K	0.02%	807
2016 Q2	$435K	Buy	44,054 +37,604	+583%	+$368K	0.02%	597
2016 Q1	$80K	Sell	6,450 -26,781	-81%	-$239K	0.01%	777
2015 Q4	$329K	Buy	+33,231	New	+$330K	0.02%	626

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

KIM

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

IFP Advisors's CSQ Position: Q2 2026 in Review

IFP Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 8,273 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

IFP Advisors first reported a position in CSQ in Q4 2015 and has held it in 26 quarters since. The position peaked at $435K in Q2 2016. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

IFP Advisors held 8,273 shares of Calamos Strategic Total Return Fund worth $170K as of Q2 2026.
IFP Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1631 holding.
IFP Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2015 and has held it in 26 quarters since.
IFP Advisors's Calamos Strategic Total Return Fund position peaked at $435K in Q2 2016.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.