Pacific Center for Financial Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Pacific Center for Financial Services’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	$29K	Hold	1,692	–	–	0.01%	232
2025 Q4	$32.6K	Hold	1,692	–	–	0.01%	227
2025 Q3	$32.6K	Hold	1,692	–	–	0.01%	227
2025 Q2	$30.9K	Hold	1,692	–	–	0.01%	224
2025 Q1	$27.4K	Hold	1,692	–	–	0.01%	225
2024 Q4	$30K	Hold	1,692	–	–	0.01%	223
2024 Q3	$29.4K	Hold	1,692	–	–	0.01%	224
2024 Q2	$28.5K	Hold	1,692	–	–	0.01%	220
2024 Q1	$27.7K	Hold	1,692	–	–	0.01%	226
2023 Q4	$25.2K	Hold	1,692	–	–	0.01%	213
2023 Q3	$23.8K	Hold	1,692	–	–	0.01%	220
2023 Q2	$25K	Hold	1,692	–	–	0.01%	209
2023 Q1	$23.7K	Buy	+1,692	New	+$23.6K	0.01%	212
2022 Q3	$21K	Hold	1,692	–	–	0.01%	219
2022 Q2	$22K	Hold	1,692	–	–	0.01%	214
2022 Q1	$30K	Hold	1,692	–	–	0.01%	188
2021 Q4	$33K	Hold	1,692	–	–	0.01%	192
2021 Q3	$30K	Hold	1,692	–	–	0.01%	197
2021 Q2	$31K	Hold	1,692	–	–	0.01%	190
2021 Q1	$29K	Hold	1,692	–	–	0.01%	190
2020 Q4	$27K	Hold	1,692	–	–	0.01%	185
2020 Q3	$23K	Hold	1,692	–	–	0.01%	165
2020 Q2	$21K	Hold	1,692	–	–	0.01%	164
2020 Q1	$17K	Hold	1,692	–	–	0.01%	159
2019 Q4	$23K	Hold	1,692	–	–	0.01%	169
2019 Q3	$22K	Hold	1,692	–	–	0.01%	167
2019 Q2	$22K	Sell	1,692 -1,691	-50%	-$21.2K	0.01%	166
2019 Q1	$42K	Hold	3,383	–	–	0.02%	120
2018 Q4	$36K	Hold	3,383	–	–	0.02%	123
2018 Q3	$45K	Buy	+3,383	New	+$44.6K	0.02%	120

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pacific Center for Financial Services's CSQ Position: Q1 2026 in Review

Pacific Center for Financial Services held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 1,692 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #232.

Pacific Center for Financial Services first reported a position in CSQ in Q3 2018 and has held it in 30 quarters since. The position peaked at $45K in Q3 2018. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Pacific Center for Financial Services held 1,692 shares of Calamos Strategic Total Return Fund worth $29K as of Q1 2026.
Pacific Center for Financial Services left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
Calamos Strategic Total Return Fund made up 0.01% of Pacific Center for Financial Services's portfolio in Q1 2026, its #232 holding.
Pacific Center for Financial Services first reported a position in Calamos Strategic Total Return Fund in Q3 2018 and has held it in 30 quarters since.
Pacific Center for Financial Services's Calamos Strategic Total Return Fund position peaked at $45K in Q3 2018.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.