SP Asset Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

SP Asset Management’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	$208K	Buy	+10,122	New	+$200K	0.02%	132

Other funds holding CSQ

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SP Asset Management's CSQ Position: Q2 2026 in Review

SP Asset Management opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q2 2026: 10,122 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #132 among its holdings.

96 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

SP Asset Management held 10,122 shares of Calamos Strategic Total Return Fund worth $208K as of Q2 2026.
Calamos Strategic Total Return Fund was a new SP Asset Management position in Q2 2026.
Calamos Strategic Total Return Fund made up 0.02% of SP Asset Management's portfolio in Q2 2026, its #132 holding.
96 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.