JFS Wealth Advisors
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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
Q3 		$3.32K Hold
163
– – ﹤0.01% 1397
2026
Q2 		$3.35K Buy
+163
New +$3.22K ﹤0.01% 1441

Other funds holding CSQ

UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

JFS Wealth Advisors's CSQ Position: Q3 2026 in Review

JFS Wealth Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q3 2026 at 163 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

JFS Wealth Advisors first reported a position in CSQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.35K in Q2 2026. 162 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

  • JFS Wealth Advisors held 163 shares of Calamos Strategic Total Return Fund worth $3.32K as of Q3 2026.
  • JFS Wealth Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q3 2026.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1397 holding.
  • JFS Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $3.35K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.