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

Maryland Capital 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 Q2	–	Sell	-2,536	Closed	-$41K	–	271
2025 Q1	$41K	Hold	2,536	–	–	0.02%	133
2024 Q4	$44.9K	Sell	2,536 -2,568	-50%	-$45.8K	0.02%	134
2024 Q3	$88.6K	Sell	5,104 -1,046	-17%	-$17.6K	0.04%	101
2024 Q2	$104K	Buy	+6,150	New	+$99.7K	0.06%	92

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Maryland Capital Advisors's CSQ Position: Q2 2025 in Review

Maryland Capital Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2025, closing a stake of 2,536 shares — an estimated $41K sold.

Maryland Capital Advisors first reported a position in CSQ in Q2 2024 and held it in 4 quarters. The position peaked at $104K in Q2 2024. 201 funds tracked by Wall St. Rank hold CSQ as of Q2 2025.

Maryland Capital Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q2 2025 after selling out during the quarter.
Maryland Capital Advisors sold 2,536 Calamos Strategic Total Return Fund shares in Q2 2025, an estimated $41K.
Maryland Capital Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2024 and held it in 4 quarters.
Maryland Capital Advisors's Calamos Strategic Total Return Fund position peaked at $104K in Q2 2024.
201 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2025.

Based on Maryland Capital Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.