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
Q3 		$828K Buy
40,514
+9,507
+31% +$196K ﹤0.01% 2338
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

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSQ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Calamos Strategic Total Return Fund (CSQ) stake by 31% in Q3 2026, buying an estimated $196K and bringing the position to 40,514 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Wealth Enhancement Advisory Services first reported a position in CSQ in Q3 2023 and has held it in 13 quarters since. 51 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 40,514 shares of Calamos Strategic Total Return Fund worth $828K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 9,507 Calamos Strategic Total Return Fund shares in Q3 2026, an estimated $196K.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2338 holding.
  • Wealth Enhancement Advisory Services first reported a position in Calamos Strategic Total Return Fund in Q3 2023 and has held it in 13 quarters since.
  • 51 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.