SWP
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Semus Wealth Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Semus Wealth Partners’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
2024
Q3 		– Sell
-11,166
Closed -$188K – 124
2024
Q2 		$188K Sell
11,166
-3,844
-26% -$62.3K 0.15% 112
2024
Q1 		$246K Sell
15,010
-1,100
-7% -$17.2K 0.21% 106
2023
Q4 		$240K Sell
16,110
-162
-1% -$2.26K 0.2% 106
2023
Q3 		$229K Sell
16,272
-158
-1% -$2.33K 0.21% 99
2023
Q2 		$242K Buy
16,430
+413
+3% +$5.75K 0.22% 98
2023
Q1 		$224K Sell
16,017
-1,148
-7% -$16K 0.24% 102
2022
Q4 		$230K Buy
+17,165
New +$232K 0.28% 95

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return