Laurel Wealth Advisors (California)’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q2	–	Sell	-13,677	Closed	-$240K	–	673
2022 Q1	$240K	Buy	13,677 +647	+5%	+$11.2K	0.02%	658
2021 Q4	$251K	Sell	13,030 -82	-0.6%	-$1.54K	0.02%	677
2021 Q3	$232K	Buy	13,112 +199	+2%	+$3.66K	0.04%	403
2021 Q2	$235K	Buy	12,913 +208	+2%	+$3.71K	0.03%	460
2021 Q1	$219K	Buy	+12,705	New	+$209K	0.03%	425
2019 Q4	–	Sell	-25,295	Closed	-$322K	–	451
2019 Q3	$322K	Buy	+25,295	New	+$324K	0.06%	325
2019 Q2	–	Sell	-14,185	Closed	-$176K	–	400
2019 Q1	$176K	Buy	14,185 +153	+1%	+$1.83K	0.04%	373
2018 Q4	$148K	Buy	+14,032	New	+$165K	0.04%	330

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

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

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

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

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