Prospera Financial Services
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Prospera Financial Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Prospera 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
Q3 		$266K Buy
13,583
+1,222
+10% +$25.2K ﹤0.01% 1315
2026
Q2 		$254K Buy
12,361
+45
+0.4% +$888 ﹤0.01% 1302
2026
Q1 		$211K Buy
+12,316
New +$231K ﹤0.01% 1337

Other funds holding CSQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prairie Wealth Advisors
Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Prospera Financial Services's CSQ Position: Q3 2026 in Review

Prospera Financial Services increased its Calamos Strategic Total Return Fund (CSQ) stake by 9.9% in Q3 2026, buying an estimated $25.2K and bringing the position to 13,583 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Prospera Financial Services first reported a position in CSQ in Q1 2026 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

  • Prospera Financial Services held 13,583 shares of Calamos Strategic Total Return Fund worth $266K as of Q3 2026.
  • Prospera Financial Services bought 1,222 Calamos Strategic Total Return Fund shares in Q3 2026, an estimated $25.2K.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1315 holding.
  • Prospera Financial Services first reported a position in Calamos Strategic Total Return Fund in Q1 2026 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.