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

WealthPLAN 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
2023 Q3	–	Sell	-639	Closed	-$9.43K	–	473
2023 Q2	$9.43K	Buy	639 +13	+2%	+$181	﹤0.01%	802
2023 Q1	$8.76K	Buy	+626	New	+$8.74K	﹤0.01%	894
2016 Q3	$7.63K	Hold	750	–	–	﹤0.01%	644
2016 Q2	$7.41K	Buy	+750	New	+$7.35K	﹤0.01%	1850
2015 Q4	$7.42K	Buy	+750	New	+$7.44K	﹤0.01%	1239

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

WealthPLAN Partners's CSQ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2023, closing a stake of 639 shares — an estimated $9.43K sold.

WealthPLAN Partners first reported a position in CSQ in Q4 2015 and held it in 5 quarters. The position peaked at $9.43K in Q2 2023. 167 funds tracked by Wall St. Rank hold CSQ as of Q3 2023.

WealthPLAN Partners reported no remaining Calamos Strategic Total Return Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 639 Calamos Strategic Total Return Fund shares in Q3 2023, an estimated $9.43K.
WealthPLAN Partners first reported a position in Calamos Strategic Total Return Fund in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's Calamos Strategic Total Return Fund position peaked at $9.43K in Q2 2023.
167 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.