Insigneo Advisory Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Insigneo Advisory Services’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	$226K	Hold	13,174	–	–	0.02%	601
2025 Q4	$253K	Hold	13,174	–	–	0.02%	569
2025 Q3	$254K	Sell	13,174 -750	-5%	-$13.9K	0.02%	558
2025 Q2	$254K	Buy	13,924 +750	+6%	+$12.4K	0.02%	497
2025 Q1	$213K	Hold	13,174	–	–	0.02%	508
2024 Q4	$233K	Sell	13,174 -3,689	-22%	-$65.7K	0.02%	481
2024 Q3	$293K	Hold	16,863	–	–	0.03%	453
2024 Q2	$265K	Buy	+16,863	New	+$274K	0.03%	435

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Insigneo Advisory Services's CSQ Position: Q1 2026 in Review

Insigneo Advisory Services held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 13,174 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #601.

Insigneo Advisory Services first reported a position in CSQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $293K in Q3 2024. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Insigneo Advisory Services held 13,174 shares of Calamos Strategic Total Return Fund worth $226K as of Q1 2026.
Insigneo Advisory Services left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
Calamos Strategic Total Return Fund made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #601 holding.
Insigneo Advisory Services first reported a position in Calamos Strategic Total Return Fund in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's Calamos Strategic Total Return Fund position peaked at $293K in Q3 2024.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.