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

Laidlaw 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
2023 Q3	–	Sell	-13,710	Closed	-$202K	–	287
2023 Q2	$202K	Sell	13,710 -600	-4%	-$8.36K	0.04%	327
2023 Q1	$200K	Sell	14,310 -2,366	-14%	-$33K	0.04%	336
2022 Q4	$224K	Sell	16,676 -19,311	-54%	-$261K	0.05%	314
2022 Q3	$450K	Hold	35,987	–	–	0.11%	184
2022 Q2	$472K	Sell	35,987 -2,683	-7%	-$39.9K	0.1%	205
2022 Q1	$678K	Buy	38,670 +408	+1%	+$7.06K	0.11%	184
2021 Q4	$738K	Buy	+38,262	New	+$721K	0.12%	174
2021 Q1	–	Sell	-71,879	Closed	-$1.14M	–	245
2020 Q4	$1.14M	Buy	+71,879	New	+$1.05M	0.24%	114

Other funds holding CSQ

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return