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

Mezzasalma 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 Q2	$551K	Sell	26,800 -246	-0.9%	-$4.85K	0.11%	106
2026 Q1	$463K	Buy	27,046 +323	+1%	+$6.05K	0.12%	103
2025 Q4	$512K	Buy	26,723 +264	+1%	+$5.03K	0.12%	99
2025 Q3	$510K	Sell	26,459 -240	-0.9%	-$4.46K	0.13%	93
2025 Q2	$487K	Buy	26,699 +301	+1%	+$4.99K	0.15%	83
2025 Q1	$427K	Sell	26,398 -415	-2%	-$7.28K	0.15%	90
2024 Q4	$475K	Buy	+26,813	New	+$478K	0.15%	79

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

Mezzasalma Advisors's CSQ Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Calamos Strategic Total Return Fund (CSQ) stake by 0.91% in Q2 2026, selling an estimated $4.85K and leaving 26,800 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #106.

Mezzasalma Advisors first reported a position in CSQ in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Mezzasalma Advisors held 26,800 shares of Calamos Strategic Total Return Fund worth $551K as of Q2 2026.
Mezzasalma Advisors sold 246 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $4.85K.
Calamos Strategic Total Return Fund made up 0.11% of Mezzasalma Advisors's portfolio in Q2 2026, its #106 holding.
Mezzasalma Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.