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United Capital Financial Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

United Capital Financial Advisors’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
2025
Q2 		– Sell
-10,662
Closed -$173K – 1103
2025
Q1 		$173K Hold
10,662
– – ﹤0.01% 1026
2024
Q4 		$189K Sell
10,662
-250
-2% -$4.46K ﹤0.01% 1027
2024
Q3 		$189K Sell
10,912
-133
-1% -$2.24K ﹤0.01% 1012
2024
Q2 		$186K Buy
+11,045
New +$179K ﹤0.01% 983
2021
Q2 		– Sell
-10,382
Closed -$179K – 1226
2021
Q1 		$179K Sell
10,382
-3,000
-22% -$49.2K ﹤0.01% 1139
2020
Q4 		$211K Hold
13,382
– – ﹤0.01% 1112
2020
Q3 		$180K Hold
13,382
– – ﹤0.01% 1085
2020
Q2 		$166K Hold
13,382
– – ﹤0.01% 1116
2020
Q1 		$131K Hold
13,382
– – ﹤0.01% 1107
2019
Q4 		$182K Hold
13,382
– – ﹤0.01% 1294
2019
Q3 		$170K Hold
13,382
– – ﹤0.01% 1214
2019
Q2 		$171K Buy
13,382
+1,257
+10% +$15.8K ﹤0.01% 1380
2019
Q1 		$150K Buy
+12,125
New +$145K ﹤0.01% 1296
2017
Q1 		– Sell
-12,695
Closed -$130K – 1247
2016
Q4 		$130K Hold
12,695
– – ﹤0.01% 1219
2016
Q3 		$131K Buy
12,695
+1,000
+9% +$10.4K ﹤0.01% 1225
2016
Q2 		$117K Sell
11,695
-1,000
-8% -$9.79K ﹤0.01% 1210
2016
Q1 		$121K Hold
12,695
– – ﹤0.01% 1170
2015
Q4 		$126K Buy
12,695
+1,032
+9% +$10.2K ﹤0.01% 1163
2015
Q3 		$108K Sell
11,663
-500
-4% -$5.16K ﹤0.01% 1204
2015
Q2 		$133K Buy
12,163
+456
+4% +$5.19K ﹤0.01% 1216
2015
Q1 		$133K Hold
11,707
– – ﹤0.01% 1206
2014
Q4 		$134K Hold
11,707
– – ﹤0.01% 1123
2014
Q3 		$137K Buy
+11,707
New +$139K ﹤0.01% 1068
2014
Q2 		– Sell
-11,191
Closed -$124K – 816
2014
Q1 		$124K Buy
+11,191
New +$123K ﹤0.01% 904

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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

United Capital Financial Advisors's CSQ Position: Q2 2025 in Review

United Capital Financial Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q2 2025, closing a stake of 10,662 shares — an estimated $173K sold.

United Capital Financial Advisors first reported a position in CSQ in Q1 2014 and held it in 24 quarters. The position peaked at $211K in Q4 2020. 201 funds tracked by Wall St. Rank hold CSQ as of Q2 2025.

  • United Capital Financial Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q2 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,662 Calamos Strategic Total Return Fund shares in Q2 2025, an estimated $173K.
  • United Capital Financial Advisors first reported a position in Calamos Strategic Total Return Fund in Q1 2014 and held it in 24 quarters.
  • United Capital Financial Advisors's Calamos Strategic Total Return Fund position peaked at $211K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2025.

Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.