SL
CSQ icon

Salomon & Ludwin’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Salomon & Ludwin’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
Q1 		$12K Hold
686
– – ﹤0.01% 1426
2025
Q4 		$13.2K Hold
686
– – ﹤0.01% 1238
2025
Q3 		$13.2K Hold
686
– – ﹤0.01% 1102
2025
Q2 		$12.5K Hold
686
– – ﹤0.01% 458
2025
Q1 		$11.1K Hold
686
– – ﹤0.01% 442
2024
Q4 		$12.1K Hold
686
– – ﹤0.01% 425
2024
Q3 		$11.9K Hold
686
– – ﹤0.01% 432
2024
Q2 		$11.6K Sell
686
-1,984
-74% -$32.2K ﹤0.01% 428
2024
Q1 		$43.7K Sell
2,670
-1,516
-36% -$23.7K ﹤0.01% 376
2023
Q4 		$58.9K Hold
4,186
– – 0.01% 290
2023
Q3 		$58.9K Buy
+4,186
New +$61.6K 0.01% 290

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return