Stratos Investment Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Stratos Investment 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	$298K	Buy	14,504 +221	+2%	+$4.36K	0.01%	325
2026 Q1	$245K	Buy	14,283 +231	+2%	+$4.33K	0.01%	337
2025 Q4	$270K	Buy	14,052 +189	+1%	+$3.6K	0.01%	308
2025 Q3	$267K	Buy	13,863 +187	+1%	+$3.48K	0.01%	308
2025 Q2	$249K	Buy	13,676 +2,596	+23%	+$43K	0.01%	324
2025 Q1	$179K	Buy	11,080 +194	+2%	+$3.4K	0.01%	310
2024 Q4	$193K	Buy	+10,886	New	+$194K	0.01%	267

Other funds holding CSQ

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Stratos Investment Management's CSQ Position: Q2 2026 in Review

Stratos Investment Management increased its Calamos Strategic Total Return Fund (CSQ) stake by 1.5% in Q2 2026, buying an estimated $4.36K and bringing the position to 14,504 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #325.

Stratos Investment Management first reported a position in CSQ in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Stratos Investment Management held 14,504 shares of Calamos Strategic Total Return Fund worth $298K as of Q2 2026.
Stratos Investment Management bought 221 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $4.36K.
Calamos Strategic Total Return Fund made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #325 holding.
Stratos Investment Management first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.