MML Investors Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

MML Investors Services’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	$268K	Sell	13,023 -925	-7%	-$18.3K	﹤0.01%	2897
2026 Q1	$239K	Sell	13,948 -334	-2%	-$6.26K	﹤0.01%	2716
2025 Q4	$274K	Buy	14,282 +477	+3%	+$9.08K	﹤0.01%	2690
2025 Q3	$266K	Buy	13,805 +61	+0.4%	+$1.13K	﹤0.01%	2605
2025 Q2	$251K	Buy	13,744 +678	+5%	+$11.2K	﹤0.01%	2532
2025 Q1	$211K	Buy	13,066 +1,523	+13%	+$26.7K	﹤0.01%	2523
2024 Q4	$204K	Buy	11,543 +66	+0.6%	+$1.18K	﹤0.01%	2511
2024 Q3	$199K	Buy	11,477 +909	+9%	+$15.3K	﹤0.01%	2447
2024 Q2	$178K	Sell	10,568 -732	-6%	-$11.9K	﹤0.01%	2365
2024 Q1	$185K	Buy	+11,300	New	+$177K	﹤0.01%	2362

Other funds holding CSQ

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MML Investors Services's CSQ Position: Q2 2026 in Review

MML Investors Services reduced its Calamos Strategic Total Return Fund (CSQ) stake by 6.6% in Q2 2026, selling an estimated $18.3K and leaving 13,023 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

MML Investors Services first reported a position in CSQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $274K in Q4 2025. 133 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

MML Investors Services held 13,023 shares of Calamos Strategic Total Return Fund worth $268K as of Q2 2026.
MML Investors Services sold 925 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $18.3K.
Calamos Strategic Total Return Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2897 holding.
MML Investors Services first reported a position in Calamos Strategic Total Return Fund in Q1 2024 and has held it in 10 quarters since.
MML Investors Services's Calamos Strategic Total Return Fund position peaked at $274K in Q4 2025.
133 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.