Mesirow Financial Investment Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Mesirow Financial Investment Management’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 Q2	$1.26M	Buy	61,156 +202	+0.3%	+$3.99K	0.02%	252
2026 Q1	$1.04M	Buy	60,954 +5,584	+10%	+$105K	0.02%	263
2025 Q4	$1.06M	Buy	55,370 +3,037	+6%	+$57.8K	0.02%	239
2025 Q3	$1.01M	Buy	52,333 +37	+0.1%	+$688	0.02%	267
2025 Q2	$954K	Buy	52,296 +41	+0.1%	+$679	0.02%	267
2025 Q1	$845K	Buy	52,255 +38	+0.1%	+$666	0.02%	274
2024 Q4	$925K	Buy	52,217 +37	+0.1%	+$659	0.02%	274
2024 Q3	$905K	Buy	52,180 +39	+0.1%	+$657	0.02%	279
2024 Q2	$878K	Buy	52,141 +37	+0.1%	+$600	0.02%	261
2024 Q1	$853K	Buy	52,104 +39	+0.1%	+$610	0.02%	275
2023 Q4	$774K	Buy	+52,065	New	+$727K	0.03%	249

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

Mesirow Financial Investment Management's CSQ Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Calamos Strategic Total Return Fund (CSQ) stake by 0.33% in Q2 2026, buying an estimated $3.99K and bringing the position to 61,156 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #252.

Mesirow Financial Investment Management first reported a position in CSQ in Q4 2023 and has held it in 11 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Mesirow Financial Investment Management held 61,156 shares of Calamos Strategic Total Return Fund worth $1.26M as of Q2 2026.
Mesirow Financial Investment Management bought 202 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $3.99K.
Calamos Strategic Total Return Fund made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #252 holding.
Mesirow Financial Investment Management first reported a position in Calamos Strategic Total Return Fund in Q4 2023 and has held it in 11 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.