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Nations Financial Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Nations Financial Group’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 		$548K Buy
26,662
+2,010
+8% +$39.7K 0.03% 521
2026
Q1 		$422K Buy
24,652
+2,516
+11% +$47.2K 0.02% 576
2025
Q4 		$425K Buy
22,136
+8
+0% +$152 0.02% 558
2025
Q3 		$427K Sell
22,128
-487
-2% -$9.05K 0.03% 517
2025
Q2 		$413K Sell
22,615
-1,740
-7% -$28.8K 0.03% 496
2025
Q1 		$394K Buy
24,355
+475
+2% +$8.33K 0.03% 481
2024
Q4 		$423K Hold
23,880
– – 0.03% 480
2024
Q3 		$414K Buy
23,880
+2,393
+11% +$40.3K 0.03% 491
2024
Q2 		$362K Hold
21,487
– – 0.03% 493
2024
Q1 		$352K Sell
21,487
-2,800
-12% -$43.8K 0.03% 500
2023
Q4 		$361K Sell
24,287
-600
-2% -$8.38K 0.03% 473
2023
Q3 		$350K Sell
24,887
-11,425
-31% -$168K 0.04% 459
2023
Q2 		$536K Sell
36,312
-2,144
-6% -$29.9K 0.05% 367
2023
Q1 		$538K Sell
38,456
-5,556
-13% -$77.5K 0.06% 350
2022
Q4 		$591K Buy
44,012
+9,085
+26% +$123K 0.07% 316
2022
Q3 		$437K Sell
34,927
-311
-0.9% -$4.49K 0.06% 318
2022
Q2 		$462K Buy
35,238
+370
+1% +$5.51K 0.06% 317
2022
Q1 		$611K Buy
34,868
+1,800
+5% +$31.2K 0.07% 282
2021
Q4 		$638K Buy
33,068
+900
+3% +$17K 0.08% 245
2021
Q3 		$570K Sell
32,168
-548
-2% -$10.1K 0.09% 247
2021
Q2 		$595K Buy
32,716
+5,123
+19% +$91.3K 0.1% 232
2021
Q1 		$475K Hold
27,593
– – 0.11% 223
2020
Q4 		$436K Hold
27,593
– – 0.11% 215
2020
Q3 		$371K Buy
27,593
+1,568
+6% +$21.1K 0.12% 208
2020
Q2 		$323K Hold
26,025
– – 0.11% 203
2020
Q1 		$254K Hold
26,025
– – 0.11% 220
2019
Q4 		$354K Hold
26,025
– – 0.12% 211
2019
Q3 		$339K Hold
26,025
– – 0.12% 211
2019
Q2 		$332K Hold
26,025
– – 0.22% 124
2019
Q1 		$322K Hold
26,025
– – 0.22% 119
2018
Q4 		$276K Hold
26,025
– – 0.22% 122
2018
Q3 		$350K Hold
26,025
– – 0.25% 109
2018
Q2 		$330K Hold
26,025
– – 0.28% 106
2018
Q1 		$308K Hold
26,025
– – 0.28% 101
2017
Q4 		$314K Hold
26,025
– – 0.29% 106
2017
Q3 		$316K Hold
26,025
– – 0.31% 102
2017
Q2 		$306K Sell
26,025
-1,814
-7% -$21K 0.25% 118
2017
Q1 		$311K Sell
27,839
-905
-3% -$9.89K 0.3% 98
2016
Q4 		$295K Buy
28,744
+905
+3% +$9.13K 0.32% 94
2016
Q3 		$286K Buy
27,839
+1
+0% +$10 0.28% 110
2016
Q2 		$275K Buy
27,838
+1,725
+7% +$16.9K 0.29% 109
2016
Q1 		$248K Hold
26,113
– – 0.29% 107
2015
Q4 		$259K Buy
+26,113
New +$259K 0.34% 91

Other funds holding CSQ

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Nations Financial Group's CSQ Position: Q2 2026 in Review

Nations Financial Group increased its Calamos Strategic Total Return Fund (CSQ) stake by 8.2% in Q2 2026, buying an estimated $39.7K and bringing the position to 26,662 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #521.

Nations Financial Group first reported a position in CSQ in Q4 2015 and has held it in 43 quarters since. The position peaked at $638K in Q4 2021. 56 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • Nations Financial Group held 26,662 shares of Calamos Strategic Total Return Fund worth $548K as of Q2 2026.
  • Nations Financial Group bought 2,010 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $39.7K.
  • Calamos Strategic Total Return Fund made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #521 holding.
  • Nations Financial Group first reported a position in Calamos Strategic Total Return Fund in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's Calamos Strategic Total Return Fund position peaked at $638K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.