Westside Investment Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Westside Investment 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	$30K	Hold	1,754	–	–	﹤0.01%	738
2025 Q4	$33.7K	Hold	1,754	–	–	0.01%	675
2025 Q3	$33.8K	Hold	1,754	–	–	0.01%	680
2025 Q2	$32K	Hold	1,754	–	–	0.01%	543
2025 Q1	$28.4K	Hold	1,754	–	–	0.01%	492
2024 Q4	$31.1K	Hold	1,754	–	–	0.01%	485
2024 Q3	$30.4K	Hold	1,754	–	–	0.01%	491
2024 Q2	$29.5K	Hold	1,754	–	–	0.01%	473
2024 Q1	$28.7K	Hold	1,754	–	–	0.01%	462
2023 Q4	$26.1K	Hold	1,754	–	–	0.01%	456
2023 Q3	$24.7K	Hold	1,754	–	–	0.01%	457
2023 Q2	$25.9K	Hold	1,754	–	–	0.01%	452
2023 Q1	$24.6K	Hold	1,754	–	–	0.01%	468
2022 Q4	$23	Sell	1,754 -1,480	-46%	-$20K	﹤0.01%	520
2022 Q3	$40	Hold	3,234	–	–	﹤0.01%	429
2022 Q2	$42	Buy	+3,234	New	+$48.1K	﹤0.01%	418

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

Westside Investment Management's CSQ Position: Q1 2026 in Review

Westside Investment Management held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 1,754 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Westside Investment Management first reported a position in CSQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $33.8K in Q3 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Westside Investment Management held 1,754 shares of Calamos Strategic Total Return Fund worth $30K as of Q1 2026.
Westside Investment Management left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #738 holding.
Westside Investment Management first reported a position in Calamos Strategic Total Return Fund in Q2 2022 and has held it in 16 quarters since.
Westside Investment Management's Calamos Strategic Total Return Fund position peaked at $33.8K in Q3 2025.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.