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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$334K	Sell	18,300 -468	-2%	-$8.54K	0.01%	577
2025 Q1	$304K	Hold	18,768	–	–	0.01%	520
2024 Q4	$332K	Buy	+18,768	New	+$332K	0.01%	433