Reby Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Reby 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
2020 Q4	$139K	Buy	+8,800	New	+$128K	0.04%	115

Other funds holding CSQ

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

UBS Group Zurich, Switzerland $666B 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 $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Reby Advisors's CSQ Position: Q4 2020 in Review

Reby Advisors opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q4 2020: 8,800 shares worth $139K. The stake represents 0.04% of the portfolio and ranks #115 among its holdings.

149 funds tracked by Wall St. Rank hold CSQ as of Q4 2020.

Reby Advisors held 8,800 shares of Calamos Strategic Total Return Fund worth $139K as of Q4 2020.
Calamos Strategic Total Return Fund was a new Reby Advisors position in Q4 2020.
Calamos Strategic Total Return Fund made up 0.04% of Reby Advisors's portfolio in Q4 2020, its #115 holding.
149 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.