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

Nova Wealth 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
Q2 		$116K Hold
5,632
– – 0.06% 167
2026
Q1 		$96.4K Hold
5,632
– – 0.06% 169
2025
Q4 		$108K Hold
5,632
– – 0.07% 162
2025
Q3 		$109K Sell
5,632
-261
-4% -$4.85K 0.08% 166
2025
Q2 		$107K Hold
5,893
– – 0.08% 165
2025
Q1 		$95.3K Hold
5,893
– – 0.08% 153
2024
Q4 		$104K Buy
+5,893
New +$105K 0.09% 136

Other funds holding CSQ

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
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Nova Wealth Management's CSQ Position: Q2 2026 in Review

Nova Wealth Management held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 5,632 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #167.

Nova Wealth Management first reported a position in CSQ in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • Nova Wealth Management held 5,632 shares of Calamos Strategic Total Return Fund worth $116K as of Q2 2026.
  • Nova Wealth Management left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
  • Calamos Strategic Total Return Fund made up 0.06% of Nova Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Nova Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.