Sequoia Financial Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Sequoia Financial Advisors’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	$343K	Sell	16,694 -6,077	-27%	-$120K	﹤0.01%	1573
2026 Q1	$390K	Buy	22,771 +5,500	+32%	+$103K	﹤0.01%	1413
2025 Q4	$332K	Hold	17,271	–	–	﹤0.01%	1506
2025 Q3	$333K	Hold	17,271	–	–	﹤0.01%	1342
2025 Q2	$315K	Sell	17,271 -3,300	-16%	-$54.7K	﹤0.01%	1245
2025 Q1	$333K	Buy	20,571 +3,325	+19%	+$58.3K	﹤0.01%	1019
2024 Q4	$305K	Buy	+17,246	New	+$307K	﹤0.01%	1016

Other funds holding CSQ

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Sequoia Financial Advisors's CSQ Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Calamos Strategic Total Return Fund (CSQ) stake by 27% in Q2 2026, selling an estimated $120K and leaving 16,694 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Sequoia Financial Advisors first reported a position in CSQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2026. 28 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Sequoia Financial Advisors held 16,694 shares of Calamos Strategic Total Return Fund worth $343K as of Q2 2026.
Sequoia Financial Advisors sold 6,077 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $120K.
Calamos Strategic Total Return Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1573 holding.
Sequoia Financial Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Calamos Strategic Total Return Fund position peaked at $390K in Q1 2026.
28 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.