PW Nova Financial Services
CSQ icon

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

PW Nova 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 		$721K Sell
35,351
-134
-0.4% -$2.76K 0.15% 114
2026
Q2 		$730K Buy
35,485
+81
+0.2% +$1.6K 0.16% 116
2026
Q1 		$606K Buy
35,404
+7
+0% +$131 0.15% 120
2025
Q4 		$678K Buy
+35,397
New +$674K 0.26% 72

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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
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NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Quad-Cities Investment Group
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

PW Nova Financial Services's CSQ Position: Q3 2026 in Review

PW Nova Financial Services reduced its Calamos Strategic Total Return Fund (CSQ) stake by 0.38% in Q3 2026, selling an estimated $2.76K and leaving 35,351 shares worth $721K. The position accounts for 0.15% of the portfolio, ranked #114.

PW Nova Financial Services first reported a position in CSQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $730K in Q2 2026. 35 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

  • PW Nova Financial Services held 35,351 shares of Calamos Strategic Total Return Fund worth $721K as of Q3 2026.
  • PW Nova Financial Services sold 134 Calamos Strategic Total Return Fund shares in Q3 2026, an estimated $2.76K.
  • Calamos Strategic Total Return Fund made up 0.15% of PW Nova Financial Services's portfolio in Q3 2026, its #114 holding.
  • PW Nova Financial Services first reported a position in Calamos Strategic Total Return Fund in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Calamos Strategic Total Return Fund position peaked at $730K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.