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

Strategies 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	$325K	Hold	18,962	–	–	0.03%	132
2025 Q4	$364K	Buy	18,962 +400	+2%	+$7.62K	0.04%	122
2025 Q3	$358K	Sell	18,562 -4,900	-21%	-$91.1K	0.04%	134
2025 Q2	$428K	Buy	23,462 +100	+0.4%	+$1.66K	0.05%	117
2025 Q1	$378K	Sell	23,362 -600	-3%	-$10.5K	0.05%	122
2024 Q4	$438K	Buy	23,962 +300	+1%	+$5.35K	0.05%	88
2024 Q3	$411K	Sell	23,662 -200	-0.8%	-$3.37K	0.05%	71
2024 Q2	$402K	Sell	23,862 -3,500	-13%	-$56.8K	0.06%	66
2024 Q1	$448K	Buy	27,362 +4,922	+22%	+$77K	0.07%	66
2023 Q4	$334K	Buy	+22,440	New	+$313K	0.06%	71

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 $1.13B AUM 38.91% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

Strategies Wealth Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 18,962 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #132.

Strategies Wealth Advisors first reported a position in CSQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $448K in Q1 2024. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Strategies Wealth Advisors held 18,962 shares of Calamos Strategic Total Return Fund worth $325K as of Q1 2026.
Strategies Wealth Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
Calamos Strategic Total Return Fund made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #132 holding.
Strategies Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2023 and has held it in 10 quarters since.
Strategies Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $448K in Q1 2024.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.