MFIM
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
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