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MGB Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

MGB Wealth 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
2025
Q4 		$656K Buy
+34,141
New +$650K 0.19% 109
2025
Q2 		– Sell
-19,040
Closed -$323K – 312
2025
Q1 		$323K Buy
+19,040
New +$334K 0.12% 164

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

MGB Wealth Management's CSQ Position: Q4 2025 in Review

MGB Wealth Management opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q4 2025: 34,141 shares worth $656K. The stake represents 0.19% of the portfolio and ranks #109 among its holdings. This is a return to the name: MGB Wealth Management previously reported a position in CSQ as recently as Q1 2025.

MGB Wealth Management first reported a position in CSQ in Q1 2025 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold CSQ as of Q4 2025.

  • MGB Wealth Management held 34,141 shares of Calamos Strategic Total Return Fund worth $656K as of Q4 2025.
  • Calamos Strategic Total Return Fund was a new MGB Wealth Management position in Q4 2025.
  • Calamos Strategic Total Return Fund made up 0.19% of MGB Wealth Management's portfolio in Q4 2025, its #109 holding.
  • MGB Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q1 2025 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.