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

JFS Wealth 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	$3.35K	Buy	+163	New	+$3.22K	﹤0.01%	1441

Other funds holding CSQ

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

JFS Wealth Advisors's CSQ Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q2 2026: 163 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #1441 among its holdings.

80 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

JFS Wealth Advisors held 163 shares of Calamos Strategic Total Return Fund worth $3.35K as of Q2 2026.
Calamos Strategic Total Return Fund was a new JFS Wealth Advisors position in Q2 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1441 holding.
80 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.