Waverly Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Waverly Advisors’s Portfolio CSQ Stock Details CSQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$819K	Sell
2025 Q2	$796K	Sell
2025 Q1	$709K	Sell
2024 Q4	$792K	Buy
2014 Q1	–	Sell
2013 Q4	$17K	Hold
2013 Q3	$16K	Buy