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Mount Yale Investment Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Mount Yale Investment Advisors’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 		$319K Hold
18,605
– – 0.01% 870
2025
Q4 		$359K Hold
18,605
– – 0.02% 539
2025
Q3 		$359K Buy
+18,605
New +$346K 0.03% 481

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B 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 $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 $785M AUM 15.71% 1-Year Est. Return

Mount Yale Investment Advisors's CSQ Position: Q1 2026 in Review

Mount Yale Investment Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 18,605 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #870.

Mount Yale Investment Advisors first reported a position in CSQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $359K in Q4 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

  • Mount Yale Investment Advisors held 18,605 shares of Calamos Strategic Total Return Fund worth $319K as of Q1 2026.
  • Mount Yale Investment Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
  • Calamos Strategic Total Return Fund made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #870 holding.
  • Mount Yale Investment Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Calamos Strategic Total Return Fund position peaked at $359K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.