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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
Q2 		$256K Buy
12,464
+596
+5% +$11.8K 0.03% 373
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 		$170K 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

LaSalle St. Investment Advisors's CSQ Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Calamos Strategic Total Return Fund (CSQ) stake by 5% in Q2 2026, buying an estimated $11.8K and bringing the position to 12,464 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #373.

LaSalle St. Investment Advisors first reported a position in CSQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $258K in Q4 2024. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • LaSalle St. Investment Advisors held 12,464 shares of Calamos Strategic Total Return Fund worth $256K as of Q2 2026.
  • LaSalle St. Investment Advisors bought 596 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $11.8K.
  • Calamos Strategic Total Return Fund made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #373 holding.
  • LaSalle St. Investment Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and has held it in 12 quarters since.
  • LaSalle St. Investment Advisors's Calamos Strategic Total Return Fund position peaked at $258K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.