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 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%	612
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Western Wealth Management's CSQ Position: Q1 2026 in Review

Western Wealth Management held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 38,810 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #564.

Western Wealth Management first reported a position in CSQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $745K in Q4 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Western Wealth Management held 38,810 shares of Calamos Strategic Total Return Fund worth $664K as of Q1 2026.
Western Wealth Management left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
Calamos Strategic Total Return Fund made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #564 holding.
Western Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and has held it in 18 quarters since.
Western Wealth Management's Calamos Strategic Total Return Fund position peaked at $745K in Q4 2025.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.