IP
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Ignite Planners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Ignite Planners’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
Q2 		– Sell
-12,326
Closed -$171K – 260
2023
Q1 		$171K Buy
12,326
+17
+0.1% +$237 0.07% 243
2022
Q4 		$176K Buy
+12,309
New +$166K 0.07% 240

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ignite Planners's CSQ Position: Q2 2023 in Review

Ignite Planners sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2023, closing a stake of 12,326 shares — an estimated $171K sold.

Ignite Planners first reported a position in CSQ in Q4 2022 and held it in 2 quarters. The position peaked at $176K in Q4 2022. 159 funds tracked by Wall St. Rank hold CSQ as of Q2 2023.

  • Ignite Planners reported no remaining Calamos Strategic Total Return Fund position as of Q2 2023 after selling out during the quarter.
  • Ignite Planners sold 12,326 Calamos Strategic Total Return Fund shares in Q2 2023, an estimated $171K.
  • Ignite Planners first reported a position in Calamos Strategic Total Return Fund in Q4 2022 and held it in 2 quarters.
  • Ignite Planners's Calamos Strategic Total Return Fund position peaked at $176K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2023.

Based on Ignite Planners's 13F filing for Q2 2023, filed 12 Jul 2023.