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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
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

WCG Wealth Advisors's CSQ Position: Q1 2026 in Review

WCG Wealth Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 25,688 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #473.

WCG Wealth Advisors first reported a position in CSQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $538K in Q3 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

  • WCG Wealth Advisors held 25,688 shares of Calamos Strategic Total Return Fund worth $440K as of Q1 2026.
  • WCG Wealth Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
  • Calamos Strategic Total Return Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #473 holding.
  • WCG Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q1 2025 and has held it in 5 quarters since.
  • WCG Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $538K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.