Spire Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Spire Wealth 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
2022 Q2	–	Sell	-7,453	Closed	-$131K	–	2682
2022 Q1	$131K	Buy	7,453 +168	+2%	+$2.91K	﹤0.01%	1072
2021 Q4	$141K	Hold	7,285	–	–	﹤0.01%	1258
2021 Q3	$129K	Buy	7,285 +635	+10%	+$11.7K	﹤0.01%	1096
2021 Q2	$121K	Hold	6,650	–	–	﹤0.01%	1117
2021 Q1	$115K	Buy	+6,650	New	+$109K	﹤0.01%	1340

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

RJFSA

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

RJA

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

Bensler Bellevue, Washington $1.13B AUM 38.91% 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

Spire Wealth Management's CSQ Position: Q2 2022 in Review

Spire Wealth Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2022, closing a stake of 7,453 shares — an estimated $131K sold.

Spire Wealth Management first reported a position in CSQ in Q1 2021 and held it in 5 quarters. The position peaked at $141K in Q4 2021. 152 funds tracked by Wall St. Rank hold CSQ as of Q2 2022.

Spire Wealth Management reported no remaining Calamos Strategic Total Return Fund position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 7,453 Calamos Strategic Total Return Fund shares in Q2 2022, an estimated $131K.
Spire Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Calamos Strategic Total Return Fund position peaked at $141K in Q4 2021.
152 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.