William Mack & Associates’s Calamos Strategic Total Return Fund CSQ Stock Holding History

William Mack & Associates’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 Q3	$18.1K	Buy	+890	New	+$18.3K	0.01%	332

Other funds holding CSQ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

William Mack & Associates's CSQ Position: Q3 2026 in Review

William Mack & Associates opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q3 2026: 890 shares worth $18.1K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings.

186 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

William Mack & Associates held 890 shares of Calamos Strategic Total Return Fund worth $18.1K as of Q3 2026.
Calamos Strategic Total Return Fund was a new William Mack & Associates position in Q3 2026.
Calamos Strategic Total Return Fund made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #332 holding.
186 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.