IWM
CSQ icon

IHT Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

IHT Wealth Management’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
Q1 		$229K Buy
13,355
+1,804
+16% +$33.8K 0.01% 1128
2025
Q4 		$222K Hold
11,551
– – 0.01% 1091
2025
Q3 		$223K Hold
11,551
– – 0.01% 1072
2025
Q2 		$211K Sell
11,551
-1,053
-8% -$17.4K 0.01% 1072
2025
Q1 		$204K Buy
12,604
+12
+0.1% +$210 0.01% 1031
2024
Q4 		$223K Sell
12,592
-48
-0.4% -$855 0.01% 979
2024
Q3 		$219K Buy
12,640
+13
+0.1% +$219 0.01% 1057
2024
Q2 		$213K Buy
12,627
+12
+0.1% +$195 0.01% 940
2024
Q1 		$207K Sell
12,615
-112
-0.9% -$1.75K 0.01% 935
2023
Q4 		$189K Sell
12,727
-100
-0.8% -$1.4K 0.01% 917
2023
Q3 		$180K Buy
12,827
+876
+7% +$12.9K 0.01% 889
2023
Q2 		$176K Buy
+11,951
New +$167K 0.01% 899
2021
Q1 		– Sell
-11,409
Closed -$180K – 837
2020
Q4 		$180K Buy
+11,409
New +$166K 0.02% 694
2020
Q3 		– Sell
-10,336
Closed -$128K – 668
2020
Q2 		$128K Sell
10,336
-6,330
-38% -$72.6K 0.02% 550
2020
Q1 		$163K Hold
16,666
– – 0.02% 492
2019
Q4 		$227K Sell
16,666
-75
-0.4% -$983 0.03% 533
2019
Q3 		$213K Buy
16,741
+300
+2% +$3.84K 0.03% 531
2019
Q2 		$210K Hold
16,441
– – 0.03% 483
2019
Q1 		$204K Buy
16,441
+5,100
+45% +$60.9K 0.03% 460
2018
Q4 		$120K Buy
+11,341
New +$133K 0.02% 448
2018
Q2 		– Sell
-5,011
Closed -$58K – 609
2018
Q1 		$58K Hold
5,011
– – 0.02% 632
2017
Q4 		$62K Buy
+5,011
New +$61.2K 0.02% 627

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

IHT Wealth Management's CSQ Position: Q1 2026 in Review

IHT Wealth Management increased its Calamos Strategic Total Return Fund (CSQ) stake by 16% in Q1 2026, buying an estimated $33.8K and bringing the position to 13,355 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1128.

IHT Wealth Management first reported a position in CSQ in Q4 2017 and has held it in 22 quarters since. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

  • IHT Wealth Management held 13,355 shares of Calamos Strategic Total Return Fund worth $229K as of Q1 2026.
  • IHT Wealth Management bought 1,804 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $33.8K.
  • Calamos Strategic Total Return Fund made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1128 holding.
  • IHT Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q4 2017 and has held it in 22 quarters since.
  • 217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.