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 Q3	$615K	Buy	30,177 +1,011	+3%	+$20.8K	0.01%	686
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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Wealthcare Advisory Partners's CSQ Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Calamos Strategic Total Return Fund (CSQ) stake by 3.5% in Q3 2026, buying an estimated $20.8K and bringing the position to 30,177 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #686.

Wealthcare Advisory Partners first reported a position in CSQ in Q1 2020 and has held it in 12 quarters since. 46 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

Wealthcare Advisory Partners held 30,177 shares of Calamos Strategic Total Return Fund worth $615K as of Q3 2026.
Wealthcare Advisory Partners bought 1,011 Calamos Strategic Total Return Fund shares in Q3 2026, an estimated $20.8K.
Calamos Strategic Total Return Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #686 holding.
Wealthcare Advisory Partners first reported a position in Calamos Strategic Total Return Fund in Q1 2020 and has held it in 12 quarters since.
46 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.