Sowell Financial Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-3,163	Closed	-$57K	–	984
2021 Q1	$57K	Buy	+3,163	New	+$51.9K	﹤0.01%	1602
2020 Q3	–	Sell	-3,200	Closed	-$40K	–	2555
2020 Q2	$40K	Hold	3,200	–	–	﹤0.01%	1229
2020 Q1	$31K	Hold	3,200	–	–	﹤0.01%	1229
2019 Q4	$44K	Hold	3,200	–	–	﹤0.01%	1183
2019 Q3	$41K	Buy	+3,200	New	+$41K	﹤0.01%	1053
2017 Q3	–	Sell	-10,490	Closed	-$125K	–	264
2017 Q2	$125K	Buy	+10,490	New	+$121K	0.04%	247
2017 Q1	–	Sell	-3,200	Closed	-$35K	–	314
2016 Q4	$35K	Buy	+3,200	New	+$32.3K	0.01%	370

Other funds holding CSQ

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Sowell Financial Services's CSQ Position: Q2 2021 in Review

Sowell Financial Services sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2021, closing a stake of 3,163 shares — an estimated $57K sold.

Sowell Financial Services first reported a position in CSQ in Q4 2016 and held it in 7 quarters. The position peaked at $125K in Q2 2017. 148 funds tracked by Wall St. Rank hold CSQ as of Q2 2021.

Sowell Financial Services reported no remaining Calamos Strategic Total Return Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 3,163 Calamos Strategic Total Return Fund shares in Q2 2021, an estimated $57K.
Sowell Financial Services first reported a position in Calamos Strategic Total Return Fund in Q4 2016 and held it in 7 quarters.
Sowell Financial Services's Calamos Strategic Total Return Fund position peaked at $125K in Q2 2017.
148 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.