Wealth Enhancement Advisory Services
CSQ icon

Wealth Enhancement Advisory Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Wealth Enhancement Advisory Services’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 		$645K Buy
31,007
+3,617
+13% +$71.4K ﹤0.01% 2450
2026
Q1 		$477K Buy
27,390
+2,750
+11% +$51.6K ﹤0.01% 2356
2025
Q4 		$479K Hold
24,640
– – ﹤0.01% 2513
2025
Q3 		$476K Buy
24,640
+1,933
+9% +$35.9K ﹤0.01% 2407
2025
Q2 		$419K Buy
22,707
+1,875
+9% +$31.1K ﹤0.01% 2358
2025
Q1 		$337K Hold
20,832
– – ﹤0.01% 2352
2024
Q4 		$369K Sell
20,832
-110
-0.5% -$1.96K ﹤0.01% 2210
2024
Q3 		$363K Sell
20,942
-380
-2% -$6.4K ﹤0.01% 2049
2024
Q2 		$359K Sell
21,322
-2,232
-9% -$36.2K ﹤0.01% 1858
2024
Q1 		$386K Buy
23,554
+3,937
+20% +$61.6K ﹤0.01% 1745
2023
Q4 		$292K Sell
19,617
-12,846
-40% -$179K ﹤0.01% 1835
2023
Q3 		$457K Buy
+32,463
New +$478K ﹤0.01% 1481

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DC
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DJYG
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BCM
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WAP
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DA
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LF
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