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Lifeworks Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Lifeworks 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
2025
Q4 		– Sell
-15,956
Closed -$308K – 331
2025
Q3 		$308K Hold
15,956
– – 0.04% 255
2025
Q2 		$291K Sell
15,956
-13,663
-46% -$226K 0.04% 253
2025
Q1 		$479K Hold
29,619
– – 0.08% 183
2024
Q4 		$525K Hold
29,619
– – 0.09% 163
2024
Q3 		$514K Hold
29,619
– – 0.1% 159
2024
Q2 		$499K Sell
29,619
-7,665
-21% -$124K 0.14% 130
2024
Q1 		$610K Hold
37,284
– – 0.17% 117
2023
Q4 		$554K Hold
37,284
– – 0.19% 109
2023
Q3 		$525K Buy
+37,284
New +$549K 0.2% 118

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $528B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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 $376B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return