MPWT
CSQ icon

MassMutual Private Wealth & Trust’s Calamos Strategic Total Return Fund CSQ Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-1,500
Closed -$26.6K – 2378
2024
Q4 		$26.6K Buy
+1,500
New +$26.7K ﹤0.01% 909
2022
Q1 		– Sell
-2,324
Closed -$45K – 1539
2021
Q4 		$45K Buy
+2,324
New +$43.8K ﹤0.01% 492

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
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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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

MassMutual Private Wealth & Trust's CSQ Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2025, closing a stake of 1,500 shares — an estimated $26.6K sold.

MassMutual Private Wealth & Trust first reported a position in CSQ in Q4 2021 and held it in 2 quarters. The position peaked at $45K in Q4 2021. 200 funds tracked by Wall St. Rank hold CSQ as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Calamos Strategic Total Return Fund position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,500 Calamos Strategic Total Return Fund shares in Q1 2025, an estimated $26.6K.
  • MassMutual Private Wealth & Trust first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Calamos Strategic Total Return Fund position peaked at $45K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.