TrueMark Investments’s Calamos Strategic Total Return Fund CSQ Stock Holding History

TrueMark Investments’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	$570K	Buy	+33,304	New	+$624K	0.11%	102

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 $969M AUM 20.69% 1-Year Est. Return

MGAM

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

TrueMark Investments's CSQ Position: Q1 2026 in Review

TrueMark Investments opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q1 2026: 33,304 shares worth $570K. The stake represents 0.11% of the portfolio and ranks #102 among its holdings.

217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

TrueMark Investments held 33,304 shares of Calamos Strategic Total Return Fund worth $570K as of Q1 2026.
Calamos Strategic Total Return Fund was a new TrueMark Investments position in Q1 2026.
Calamos Strategic Total Return Fund made up 0.11% of TrueMark Investments's portfolio in Q1 2026, its #102 holding.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.