Meriwether Wealth & Planning’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Meriwether Wealth & Planning’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 Q3	$11.2K	Buy	+549	New	+$11.3K	0.01%	402

Other funds holding CSQ

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Meriwether Wealth & Planning's CSQ Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q3 2026: 549 shares worth $11.2K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings.

60 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

Meriwether Wealth & Planning held 549 shares of Calamos Strategic Total Return Fund worth $11.2K as of Q3 2026.
Calamos Strategic Total Return Fund was a new Meriwether Wealth & Planning position in Q3 2026.
Calamos Strategic Total Return Fund made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #402 holding.
60 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.