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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

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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. 28 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.
  • 28 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.