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Truvestments Capital’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Truvestments Capital’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 		$55.2K Buy
2,683
+49
+2% +$967 0.01% 511
2026
Q1 		$45.1K Buy
2,634
+51
+2% +$956 0.01% 517
2025
Q4 		$49.6K Buy
2,583
+42
+2% +$800 0.01% 453
2025
Q3 		$49K Buy
2,541
+41
+2% +$762 0.01% 444
2025
Q2 		$45.6K Buy
2,500
+46
+2% +$762 0.01% 414
2025
Q1 		$39.7K Buy
2,454
+44
+2% +$771 0.01% 438
2024
Q4 		$42.7K Buy
2,410
+41
+2% +$731 0.01% 393
2024
Q3 		$41.1K Buy
+2,369
New +$39.9K 0.01% 384
2023
Q2 		– Sell
-2,015
Closed -$28.2K – 698
2023
Q1 		$28.2K Buy
+2,015
New +$28.1K 0.02% 345

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
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

Truvestments Capital's CSQ Position: Q2 2026 in Review

Truvestments Capital increased its Calamos Strategic Total Return Fund (CSQ) stake by 1.9% in Q2 2026, buying an estimated $967 and bringing the position to 2,683 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #511.

Truvestments Capital first reported a position in CSQ in Q1 2023 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • Truvestments Capital held 2,683 shares of Calamos Strategic Total Return Fund worth $55.2K as of Q2 2026.
  • Truvestments Capital bought 49 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $967.
  • Calamos Strategic Total Return Fund made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #511 holding.
  • Truvestments Capital first reported a position in Calamos Strategic Total Return Fund in Q1 2023 and has held it in 9 quarters since.
  • 221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.