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RVW Wealth’s Calamos Strategic Total Return Fund CSQ Stock Holding History

RVW Wealth’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
2023
Q4 		– Sell
-1,103
Closed -$15.5K – 196
2023
Q3 		$15.5K Buy
+1,103
New +$16.2K ﹤0.01% 335

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RVW Wealth's CSQ Position: Q4 2023 in Review

RVW Wealth sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2023, closing a stake of 1,103 shares — an estimated $15.5K sold.

RVW Wealth first reported a position in CSQ in Q3 2023 and held it in 1 quarter. The position peaked at $15.5K in Q3 2023. 172 funds tracked by Wall St. Rank hold CSQ as of Q4 2023.

  • RVW Wealth reported no remaining Calamos Strategic Total Return Fund position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 1,103 Calamos Strategic Total Return Fund shares in Q4 2023, an estimated $15.5K.
  • RVW Wealth first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's Calamos Strategic Total Return Fund position peaked at $15.5K in Q3 2023.
  • 172 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.