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

Meridian Wealth 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
2026 Q1	$1.47M	Sell	85,722 -12,000	-12%	-$225K	0.19%	75
2025 Q4	$1.88M	Hold	97,722	–	–	0.26%	62
2025 Q3	$1.89M	Hold	97,722	–	–	0.27%	61
2025 Q2	$1.78M	Hold	97,722	–	–	0.28%	59
2025 Q1	$1.58M	Buy	97,722 +500	+0.5%	+$8.77K	0.27%	57
2024 Q4	$1.72M	Hold	97,222	–	–	0.28%	59
2024 Q3	$1.69M	Hold	97,222	–	–	0.28%	59
2024 Q2	$1.64M	Hold	97,222	–	–	0.29%	58
2024 Q1	$1.59M	Hold	97,222	–	–	0.3%	61
2023 Q4	$1.45M	Hold	97,222	–	–	0.32%	60
2023 Q3	$1.37M	Buy	97,222 +3,000	+3%	+$44.2K	0.34%	58
2023 Q2	$1.39M	Hold	94,222	–	–	0.34%	62
2023 Q1	$1.32M	Hold	94,222	–	–	0.33%	65
2022 Q4	$1.26M	Sell	94,222 -6,257	-6%	-$84.6K	0.33%	67
2022 Q3	$1.26M	Sell	100,479 -18,771	-16%	-$271K	0.35%	64
2022 Q2	$1.56M	Buy	119,250 +6,500	+6%	+$96.8K	0.42%	57
2022 Q1	$1.98M	Buy	112,750 +10,000	+10%	+$173K	0.46%	54
2021 Q4	$1.98M	Hold	102,750	–	–	0.48%	51
2021 Q3	$1.82M	Hold	102,750	–	–	0.51%	54
2021 Q2	$1.87M	Hold	102,750	–	–	0.53%	50
2021 Q1	$1.77M	Hold	102,750	–	–	0.59%	39
2020 Q4	$1.62M	Hold	102,750	–	–	0.59%	42
2020 Q3	$1.38M	Buy	102,750 +17,850	+21%	+$240K	0.59%	39
2020 Q2	$1.05M	Hold	84,900	–	–	0.49%	44
2020 Q1	$829K	Buy	84,900 +10,000	+13%	+$125K	0.46%	45
2019 Q4	$1.02M	Hold	74,900	–	–	0.4%	46
2019 Q3	$953K	Hold	74,900	–	–	0.41%	50
2019 Q2	$956K	Hold	74,900	–	–	0.67%	34
2019 Q1	$928K	Hold	74,900	–	–	0.68%	32
2018 Q4	$793K	Buy	+74,900	New	+$880K	0.61%	34

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Meridian Wealth Advisors's CSQ Position: Q1 2026 in Review

Meridian Wealth Advisors reduced its Calamos Strategic Total Return Fund (CSQ) stake by 12% in Q1 2026, selling an estimated $225K and leaving 85,722 shares worth $1.47M. The position accounts for 0.19% of the portfolio, ranked #75.

Meridian Wealth Advisors first reported a position in CSQ in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.98M in Q4 2021. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Meridian Wealth Advisors held 85,722 shares of Calamos Strategic Total Return Fund worth $1.47M as of Q1 2026.
Meridian Wealth Advisors sold 12,000 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $225K.
Calamos Strategic Total Return Fund made up 0.19% of Meridian Wealth Advisors's portfolio in Q1 2026, its #75 holding.
Meridian Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2018 and has held it in 30 quarters since.
Meridian Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $1.98M in Q4 2021.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.