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Midwest Financial Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Midwest Financial Group’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
2024
Q1 		– Sell
-15,914
Closed -$237K – 107
2023
Q4 		$237K Sell
15,914
-791
-5% -$11K 0.18% 93
2023
Q3 		$235K Buy
16,705
+57
+0.3% +$839 0.2% 92
2023
Q2 		$246K Hold
16,648
– – 0.21% 90
2023
Q1 		$233K Buy
+16,648
New +$232K 0.21% 84

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Midwest Financial Group's CSQ Position: Q1 2024 in Review

Midwest Financial Group sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2024, closing a stake of 15,914 shares — an estimated $237K sold.

Midwest Financial Group first reported a position in CSQ in Q1 2023 and held it in 4 quarters. The position peaked at $246K in Q2 2023. 178 funds tracked by Wall St. Rank hold CSQ as of Q1 2024.

  • Midwest Financial Group reported no remaining Calamos Strategic Total Return Fund position as of Q1 2024 after selling out during the quarter.
  • Midwest Financial Group sold 15,914 Calamos Strategic Total Return Fund shares in Q1 2024, an estimated $237K.
  • Midwest Financial Group first reported a position in Calamos Strategic Total Return Fund in Q1 2023 and held it in 4 quarters.
  • Midwest Financial Group's Calamos Strategic Total Return Fund position peaked at $246K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2024.

Based on Midwest Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.