Wealthcare Advisory Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Wealthcare Advisory Partners’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	$600K	Buy	29,166 +1,010	+4%	+$19.9K	0.01%	661
2026 Q1	$482K	Buy	28,156 +286	+1%	+$5.36K	0.01%	712
2025 Q4	$535K	Buy	27,870 +9	+0%	+$171	0.01%	674
2025 Q3	$537K	Buy	27,861 +909	+3%	+$16.9K	0.01%	657
2025 Q2	$492K	Buy	26,952 +2,759	+11%	+$45.7K	0.01%	648
2025 Q1	$391K	Buy	24,193 +11,684	+93%	+$205K	0.01%	652
2024 Q4	$222K	Sell	12,509 -591	-5%	-$10.5K	0.01%	821
2024 Q3	$227K	Buy	13,100 +900	+7%	+$15.2K	0.01%	794
2024 Q2	$205K	Buy	+12,200	New	+$198K	0.01%	781
2021 Q2	–	Sell	-5,000	Closed	-$86K	–	817
2021 Q1	$86K	Buy	+5,000	New	+$82.1K	0.01%	712
2020 Q2	–	Sell	-3,017	Closed	-$29K	–	516
2020 Q1	$29K	Buy	+3,017	New	+$37.9K	﹤0.01%	626

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

Wealthcare Advisory Partners's CSQ Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Calamos Strategic Total Return Fund (CSQ) stake by 3.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 29,166 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #661.

Wealthcare Advisory Partners first reported a position in CSQ in Q1 2020 and has held it in 11 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Wealthcare Advisory Partners held 29,166 shares of Calamos Strategic Total Return Fund worth $600K as of Q2 2026.
Wealthcare Advisory Partners bought 1,010 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $19.9K.
Calamos Strategic Total Return Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #661 holding.
Wealthcare Advisory Partners first reported a position in Calamos Strategic Total Return Fund in Q1 2020 and has held it in 11 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.