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

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
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

Wealth Enhancement Advisory Services's CSQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Calamos Strategic Total Return Fund (CSQ) stake by 13% in Q2 2026, buying an estimated $71.4K and bringing the position to 31,007 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Wealth Enhancement Advisory Services first reported a position in CSQ in Q3 2023 and has held it in 12 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 31,007 shares of Calamos Strategic Total Return Fund worth $645K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,617 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $71.4K.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2450 holding.
  • Wealth Enhancement Advisory Services first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and has held it in 12 quarters since.
  • 221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.