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LaSalle St. Investment Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

LaSalle St. Investment 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
Q1 		$203K Buy
11,868
+77
+0.7% +$1.44K 0.03% 390
2025
Q4 		$226K Buy
11,791
+64
+0.5% +$1.22K 0.04% 330
2025
Q3 		$226K Buy
11,727
+178
+2% +$3.31K 0.04% 318
2025
Q2 		$210K Buy
11,549
+70
+0.6% +$1.16K 0.06% 307
2025
Q1 		$185K Sell
11,479
-3,108
-21% -$54.5K 0.04% 304
2024
Q4 		$258K Buy
14,587
+60
+0.4% +$1.07K 0.08% 220
2024
Q3 		$252K Buy
14,527
+62
+0.4% +$1.04K 0.1% 168
2024
Q2 		$244K Buy
14,465
+3,011
+26% +$48.8K 0.12% 136
2024
Q1 		$170K Hold
11,454
– – 0.1% 134
2023
Q4 		$1.7M Buy
11,454
+883
+8% +$12.3K 0.11% 119
2023
Q3 		$148K Buy
+10,571
New +$156K 0.07% 120

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

LaSalle St. Investment Advisors's CSQ Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Calamos Strategic Total Return Fund (CSQ) stake by 0.65% in Q1 2026, buying an estimated $1.44K and bringing the position to 11,868 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #390.

LaSalle St. Investment Advisors first reported a position in CSQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q4 2023. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

  • LaSalle St. Investment Advisors held 11,868 shares of Calamos Strategic Total Return Fund worth $203K as of Q1 2026.
  • LaSalle St. Investment Advisors bought 77 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $1.44K.
  • Calamos Strategic Total Return Fund made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #390 holding.
  • LaSalle St. Investment Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and has held it in 11 quarters since.
  • LaSalle St. Investment Advisors's Calamos Strategic Total Return Fund position peaked at $1.7M in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.