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

Tower View 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
2023 Q1	–	Sell	-1,044	Closed	-$14K	–	156
2022 Q4	$14K	Buy	1,044 +15	+1%	+$203	0.01%	110
2022 Q3	$13K	Buy	1,029 +21	+2%	+$303	0.01%	111
2022 Q2	$13K	Buy	1,008 +8	+0.8%	+$119	0.01%	107
2022 Q1	$18K	Hold	1,000	–	–	0.01%	128
2021 Q4	$19K	Hold	1,000	–	–	0.01%	132
2021 Q3	$18K	Buy	+1,000	New	+$18.4K	0.01%	141

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Tower View Wealth Management's CSQ Position: Q1 2023 in Review

Tower View Wealth Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q1 2023, closing a stake of 1,044 shares — an estimated $14K sold.

Tower View Wealth Management first reported a position in CSQ in Q3 2021 and held it in 6 quarters. The position peaked at $19K in Q4 2021. 168 funds tracked by Wall St. Rank hold CSQ as of Q1 2023.

Tower View Wealth Management reported no remaining Calamos Strategic Total Return Fund position as of Q1 2023 after selling out during the quarter.
Tower View Wealth Management sold 1,044 Calamos Strategic Total Return Fund shares in Q1 2023, an estimated $14K.
Tower View Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q3 2021 and held it in 6 quarters.
Tower View Wealth Management's Calamos Strategic Total Return Fund position peaked at $19K in Q4 2021.
168 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2023.

Based on Tower View Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.