TCWP’s Calamos Strategic Total Return Fund CSQ Stock Holding History

TCWP’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	-550	Closed	-$9K	–	622
2022 Q1	$9K	Buy	+550	New	+$9.52K	﹤0.01%	912

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

TCWP's CSQ Position: Q2 2022 in Review

TCWP sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2022, closing a stake of 550 shares — an estimated $9K sold.

TCWP first reported a position in CSQ in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 152 funds tracked by Wall St. Rank hold CSQ as of Q2 2022.

TCWP reported no remaining Calamos Strategic Total Return Fund position as of Q2 2022 after selling out during the quarter.
TCWP sold 550 Calamos Strategic Total Return Fund shares in Q2 2022, an estimated $9K.
TCWP first reported a position in Calamos Strategic Total Return Fund in Q1 2022 and held it in 1 quarter.
TCWP's Calamos Strategic Total Return Fund position peaked at $9K in Q1 2022.
152 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.