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 Q2	$34.8K	Hold	1,692	–	–	0.01%	228
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Pacific Center for Financial Services's CSQ Position: Q2 2026 in Review

Pacific Center for Financial Services held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 1,692 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #228.

Pacific Center for Financial Services first reported a position in CSQ in Q3 2018 and has held it in 31 quarters since. The position peaked at $45K in Q3 2018. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Pacific Center for Financial Services held 1,692 shares of Calamos Strategic Total Return Fund worth $34.8K as of Q2 2026.
Pacific Center for Financial Services left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
Calamos Strategic Total Return Fund made up 0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #228 holding.
Pacific Center for Financial Services first reported a position in Calamos Strategic Total Return Fund in Q3 2018 and has held it in 31 quarters since.
Pacific Center for Financial Services's Calamos Strategic Total Return Fund position peaked at $45K in Q3 2018.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.