MFWP
CSQ icon

Mosaic Family Wealth Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Mosaic Family Wealth Partners’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
Q1 		$339K Buy
19,801
+213
+1% +$3.99K 0.03% 218
2025
Q4 		$376K Buy
19,588
+174
+0.9% +$3.31K 0.04% 173
2025
Q3 		$373K Sell
19,414
-436
-2% -$8.1K 0.04% 164
2025
Q2 		$362K Buy
19,850
+203
+1% +$3.36K 0.05% 159
2025
Q1 		$318K Buy
19,647
+189
+1% +$3.31K 0.05% 163
2024
Q4 		$345K Buy
19,458
+181
+0.9% +$3.23K 0.05% 155
2024
Q3 		$334K Buy
19,277
+186
+1% +$3.13K 0.05% 153
2024
Q2 		$321K Buy
19,091
+191
+1% +$3.1K 0.05% 146
2024
Q1 		$309K Buy
18,900
+194
+1% +$3.03K 0.05% 157
2023
Q4 		$278K Buy
18,706
+211
+1% +$2.95K 0.05% 155
2023
Q3 		$260K Buy
18,495
+183
+1% +$2.69K 0.05% 153
2023
Q2 		$270K Buy
18,312
+204
+1% +$2.84K 0.05% 156
2023
Q1 		$254K Buy
18,108
+205
+1% +$2.86K 0.05% 155
2022
Q4 		$240K Buy
+17,903
New +$242K 0.07% 158

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return