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 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 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

Truvestments Capital's CSQ Position: Q1 2026 in Review

Truvestments Capital increased its Calamos Strategic Total Return Fund (CSQ) stake by 2% in Q1 2026, buying an estimated $956 and bringing the position to 2,634 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #517.

Truvestments Capital first reported a position in CSQ in Q1 2023 and has held it in 8 quarters since. The position peaked at $49.6K in Q4 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Truvestments Capital held 2,634 shares of Calamos Strategic Total Return Fund worth $45.1K as of Q1 2026.
Truvestments Capital bought 51 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $956.
Calamos Strategic Total Return Fund made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #517 holding.
Truvestments Capital first reported a position in Calamos Strategic Total Return Fund in Q1 2023 and has held it in 8 quarters since.
Truvestments Capital's Calamos Strategic Total Return Fund position peaked at $49.6K in Q4 2025.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.