Uniting Wealth Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Uniting Wealth Partners’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	$463K	Sell	22,519 -469	-2%	-$9.25K	0.09%	120
2026 Q1	$394K	Sell	22,988 -519	-2%	-$9.73K	0.08%	126
2025 Q4	$454K	Buy	23,507 +1,742	+8%	+$33.2K	0.14%	84
2025 Q3	$420K	Sell	21,765 -3,659	-14%	-$68K	0.1%	110
2025 Q2	$464K	Sell	25,424 -2,486	-9%	-$41.2K	0.18%	61
2025 Q1	$452K	Sell	27,910 -696	-2%	-$12.2K	0.23%	49
2024 Q4	$507K	Buy	+28,606	New	+$510K	0.24%	47

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Uniting Wealth Partners's CSQ Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Calamos Strategic Total Return Fund (CSQ) stake by 2% in Q2 2026, selling an estimated $9.25K and leaving 22,519 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #120.

Uniting Wealth Partners first reported a position in CSQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $507K in Q4 2024. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Uniting Wealth Partners held 22,519 shares of Calamos Strategic Total Return Fund worth $463K as of Q2 2026.
Uniting Wealth Partners sold 469 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $9.25K.
Calamos Strategic Total Return Fund made up 0.09% of Uniting Wealth Partners's portfolio in Q2 2026, its #120 holding.
Uniting Wealth Partners first reported a position in Calamos Strategic Total Return Fund in Q4 2024 and has held it in 7 quarters since.
Uniting Wealth Partners's Calamos Strategic Total Return Fund position peaked at $507K in Q4 2024.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.