SOA Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

SOA Wealth 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 Q1	$3.12K	Buy	182 +3	+2%	+$56	﹤0.01%	685
2025 Q4	$3.43K	Buy	179 +3	+2%	+$57	﹤0.01%	683
2025 Q3	$3.39K	Buy	176 +3	+2%	+$56	﹤0.01%	694
2025 Q2	$3.16K	Buy	173 +3	+2%	+$50	﹤0.01%	681
2025 Q1	$2.75K	Buy	170 +3	+2%	+$53	﹤0.01%	682
2024 Q4	$2.96K	Buy	167 +3	+2%	+$53	﹤0.01%	657
2024 Q3	$2.85K	Buy	164 +3	+2%	+$51	﹤0.01%	646
2024 Q2	$2.71K	Buy	161 +3	+2%	+$49	﹤0.01%	652
2024 Q1	$2.59K	Sell	158 -152	-49%	-$2.38K	﹤0.01%	676
2023 Q4	$4.61K	Buy	310 +7	+2%	+$98	﹤0.01%	607
2023 Q3	$4.27K	Buy	303 +6	+2%	+$88	﹤0.01%	636
2023 Q2	$4.38K	Buy	297 +6	+2%	+$84	﹤0.01%	638
2023 Q1	$4.07K	Buy	291 +6	+2%	+$84	﹤0.01%	646
2022 Q4	$3.82K	Buy	285 +7	+3%	+$95	﹤0.01%	655
2022 Q3	$3K	Buy	278 +6	+2%	+$87	﹤0.01%	653
2022 Q2	$3K	Buy	272 +6	+2%	+$89	﹤0.01%	636
2022 Q1	$4K	Buy	266 +4	+2%	+$69	﹤0.01%	708
2021 Q4	$5K	Buy	262 +5	+2%	+$94	﹤0.01%	654
2021 Q3	$4K	Buy	257 +4	+2%	+$74	﹤0.01%	705
2021 Q2	$4K	Buy	253 +4	+2%	+$71	﹤0.01%	687
2021 Q1	$4K	Buy	249 +3	+1%	+$49	﹤0.01%	644
2020 Q4	$4K	Buy	+246	New	+$3.58K	﹤0.01%	626

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SOA Wealth Advisors's CSQ Position: Q1 2026 in Review

SOA Wealth Advisors increased its Calamos Strategic Total Return Fund (CSQ) stake by 1.7% in Q1 2026, buying an estimated $56 and bringing the position to 182 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

SOA Wealth Advisors first reported a position in CSQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $5K in Q4 2021. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

SOA Wealth Advisors held 182 shares of Calamos Strategic Total Return Fund worth $3.12K as of Q1 2026.
SOA Wealth Advisors bought 3 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $56.
Calamos Strategic Total Return Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #685 holding.
SOA Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $5K in Q4 2021.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.