Western Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Western Wealth Management’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	$798K	Hold	38,810	–	–	0.03%	541
2026 Q1	$664K	Hold	38,810	–	–	0.03%	564
2025 Q4	$745K	Buy	38,810 +26,347	+211%	+$502K	0.03%	417
2025 Q3	$240K	Hold	12,463	–	–	0.01%	678
2025 Q2	$227K	Hold	12,463	–	–	0.01%	644
2025 Q1	$202K	Hold	12,463	–	–	0.01%	652
2024 Q4	$221K	Hold	12,463	–	–	0.01%	696
2024 Q3	$216K	Buy	12,463 +675	+6%	+$11.4K	0.01%	695
2024 Q2	$199K	Hold	11,788	–	–	0.01%	632
2024 Q1	$193K	Hold	11,788	–	–	0.02%	626
2023 Q4	$175K	Sell	11,788 -5,300	-31%	-$74K	0.01%	668
2023 Q3	$240K	Hold	17,088	–	–	0.02%	560
2023 Q2	$252K	Hold	17,088	–	–	0.02%	549
2023 Q1	$239K	Hold	17,088	–	–	0.02%	560
2022 Q4	$229K	Sell	17,088 -17,088	-50%	-$231K	0.02%	542
2022 Q3	$429K	Hold	34,176	–	–	0.02%	539
2022 Q2	$447K	Hold	34,176	–	–	0.03%	506
2022 Q1	$600K	Buy	34,176 +18,088	+112%	+$313K	0.03%	475
2021 Q4	$309K	Buy	+16,088	New	+$303K	0.03%	460

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

Western Wealth Management's CSQ Position: Q2 2026 in Review

Western Wealth Management held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 38,810 shares worth $798K. The position accounts for 0.03% of the portfolio, ranked #541.

Western Wealth Management first reported a position in CSQ in Q4 2021 and has held it in 19 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Western Wealth Management held 38,810 shares of Calamos Strategic Total Return Fund worth $798K as of Q2 2026.
Western Wealth Management left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
Calamos Strategic Total Return Fund made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #541 holding.
Western Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and has held it in 19 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.