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Moseley Investment Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Moseley Investment 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
2026
Q1 		$227K Sell
13,275
-500
-4% -$9.37K 0.07% 145
2025
Q4 		$264K Hold
13,775
– – 0.08% 133
2025
Q3 		$266K Buy
+13,775
New +$256K 0.08% 140

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
Karpus Investment Management
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
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Moseley Investment Management's CSQ Position: Q1 2026 in Review

Moseley Investment Management reduced its Calamos Strategic Total Return Fund (CSQ) stake by 3.6% in Q1 2026, selling an estimated $9.37K and leaving 13,275 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #145.

Moseley Investment Management first reported a position in CSQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $266K in Q3 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

  • Moseley Investment Management held 13,275 shares of Calamos Strategic Total Return Fund worth $227K as of Q1 2026.
  • Moseley Investment Management sold 500 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $9.37K.
  • Calamos Strategic Total Return Fund made up 0.07% of Moseley Investment Management's portfolio in Q1 2026, its #145 holding.
  • Moseley Investment Management first reported a position in Calamos Strategic Total Return Fund in Q3 2025 and has held it in 3 quarters since.
  • Moseley Investment Management's Calamos Strategic Total Return Fund position peaked at $266K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.