Plante Moran Financial Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Plante Moran Financial 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
2022 Q4	–	Sell	-5,425	Closed	-$68K	–	885
2022 Q3	$68K	Hold	5,425	–	–	0.01%	268
2022 Q2	$71K	Sell	5,425 -3,941	-42%	-$58.7K	0.01%	262
2022 Q1	$164K	Buy	+9,366	New	+$162K	0.03%	177
2015 Q3	–	Sell	-1,229	Closed	-$13K	–	708
2015 Q2	$13K	Hold	1,229	–	–	0.01%	482
2015 Q1	$14K	Hold	1,229	–	–	0.01%	460
2014 Q4	$14K	Hold	1,229	–	–	0.01%	468
2014 Q3	$14K	Hold	1,229	–	–	0.01%	469
2014 Q2	$15K	Buy	+1,229	New	+$14.2K	0.01%	430

Other funds holding CSQ

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return