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 Q2	$36.1K	Hold	1,754	–	–	﹤0.01%	707
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 $1.55T 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

Westside Investment Management's CSQ Position: Q2 2026 in Review

Westside Investment Management held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 1,754 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Westside Investment Management first reported a position in CSQ in Q2 2022 and has held it in 17 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Westside Investment Management held 1,754 shares of Calamos Strategic Total Return Fund worth $36.1K as of Q2 2026.
Westside Investment Management left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #707 holding.
Westside Investment Management first reported a position in Calamos Strategic Total Return Fund in Q2 2022 and has held it in 17 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.