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	–	2560
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	–	315
2016 Q4	$35K	Buy	+3,200	New	+$32.3K	0.01%	370

Other funds holding CSQ

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return