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

WCG Wealth 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
2026 Q2	$528K	Hold	25,688	–	–	0.01%	491
2026 Q1	$440K	Hold	25,688	–	–	0.01%	473
2025 Q4	$493K	Sell	25,688 -2,200	-8%	-$41.9K	0.01%	448
2025 Q3	$538K	Hold	27,888	–	–	0.03%	287
2025 Q2	$509K	Buy	27,888 +10,882	+64%	+$180K	0.03%	289
2025 Q1	$275K	Buy	+17,006	New	+$298K	0.02%	268

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

WCG Wealth Advisors's CSQ Position: Q2 2026 in Review

WCG Wealth Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 25,688 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #491.

WCG Wealth Advisors first reported a position in CSQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $538K in Q3 2025. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

WCG Wealth Advisors held 25,688 shares of Calamos Strategic Total Return Fund worth $528K as of Q2 2026.
WCG Wealth Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
Calamos Strategic Total Return Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #491 holding.
WCG Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q1 2025 and has held it in 6 quarters since.
WCG Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $538K in Q3 2025.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.