Larson Financial Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Larson Financial Group’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
2024 Q4	–	Sell	-8,000	Closed	-$139K	–	2803
2024 Q3	$139K	Buy	8,000 +5,600	+233%	+$94.3K	0.01%	662
2024 Q2	$40.4K	Buy	+2,400	New	+$38.9K	﹤0.01%	860
2020 Q3	–	Sell	-6,786	Closed	-$84K	–	742
2020 Q2	$84K	Buy	6,786 +108	+2%	+$1.24K	0.04%	142
2020 Q1	$65K	Buy	6,678 +412	+7%	+$5.17K	0.04%	140
2019 Q4	$85K	Buy	6,266 +74	+1%	+$970	0.05%	119
2019 Q3	$79K	Buy	6,192 +273	+5%	+$3.49K	0.05%	117
2019 Q2	$76K	Buy	5,919 +347	+6%	+$4.36K	0.06%	99
2019 Q1	$69K	Buy	5,572 +72	+1%	+$860	0.05%	94
2018 Q4	$58K	Buy	+5,500	New	+$64.6K	0.05%	102

Other funds holding CSQ

Bank of America

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

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

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