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Lokken Investment Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Lokken Investment 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
2025
Q3 		$228K Hold
11,812
– – 0.08% 138
2025
Q2 		$215K Sell
11,812
-959
-8% -$15.9K 0.08% 129
2025
Q1 		$207K Hold
12,771
– – 0.09% 125
2024
Q4 		$226K Sell
12,771
-650
-5% -$11.6K 0.1% 124
2024
Q3 		$233K Hold
13,421
– – 0.1% 134
2024
Q2 		$226K Sell
13,421
-113
-0.8% -$1.83K 0.11% 127
2024
Q1 		$222K Hold
13,534
– – 0.11% 128
2023
Q4 		$201K Buy
13,534
+568
+4% +$7.93K 0.11% 127
2023
Q3 		$182K Hold
12,966
– – 0.12% 125
2023
Q2 		$191K Hold
12,966
– – 0.12% 122
2023
Q1 		$182K Hold
12,966
– – 0.14% 119
2022
Q4 		$174K Sell
12,966
-2,888
-18% -$39K 0.14% 113
2022
Q3 		$198K Hold
15,854
– – 0.17% 105
2022
Q2 		$208K Hold
15,854
– – 0.17% 107
2022
Q1 		$243K Sell
15,854
-4,306
-21% -$74.5K 0.19% 108
2021
Q4 		$389K Sell
20,160
-88
-0.4% -$1.66K 0.28% 79
2021
Q3 		$359K Buy
20,248
+7,159
+55% +$132K 0.28% 80
2021
Q2 		$238K Sell
13,089
-74
-0.6% -$1.32K 0.19% 105
2021
Q1 		$227K Hold
13,163
– – 0.2% 101
2020
Q4 		$208K Buy
+13,163
New +$191K 0.19% 96

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Lokken Investment Group's CSQ Position: Q3 2025 in Review

Lokken Investment Group held its Calamos Strategic Total Return Fund (CSQ) position steady in Q3 2025 at 11,812 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #138.

Lokken Investment Group first reported a position in CSQ in Q4 2020 and has held it in 20 quarters since. The position peaked at $389K in Q4 2021. 208 funds tracked by Wall St. Rank hold CSQ as of Q3 2025.

  • Lokken Investment Group held 11,812 shares of Calamos Strategic Total Return Fund worth $228K as of Q3 2025.
  • Lokken Investment Group left its Calamos Strategic Total Return Fund share count unchanged in Q3 2025.
  • Calamos Strategic Total Return Fund made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #138 holding.
  • Lokken Investment Group first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Calamos Strategic Total Return Fund position peaked at $389K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.