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 Q3	$14K	Hold	686	–	–	﹤0.01%	1163
2026 Q2	$14.2K	Hold	686	–	–	﹤0.01%	1400
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Salomon & Ludwin's CSQ Position: Q3 2026 in Review

Salomon & Ludwin held its Calamos Strategic Total Return Fund (CSQ) position steady in Q3 2026 at 686 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Salomon & Ludwin first reported a position in CSQ in Q3 2023 and has held it in 13 quarters since. The position peaked at $58.9K in Q4 2023. 114 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

Salomon & Ludwin held 686 shares of Calamos Strategic Total Return Fund worth $14K as of Q3 2026.
Salomon & Ludwin left its Calamos Strategic Total Return Fund share count unchanged in Q3 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1163 holding.
Salomon & Ludwin first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's Calamos Strategic Total Return Fund position peaked at $58.9K in Q4 2023.
114 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.