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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Salomon & Ludwin's CSQ Position: Q2 2026 in Review

Salomon & Ludwin held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 686 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Salomon & Ludwin first reported a position in CSQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $58.9K in Q4 2023. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Salomon & Ludwin held 686 shares of Calamos Strategic Total Return Fund worth $14.2K as of Q2 2026.
Salomon & Ludwin left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1400 holding.
Salomon & Ludwin first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's Calamos Strategic Total Return Fund position peaked at $58.9K in Q4 2023.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.