World Investment Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

World Investment Advisors’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	$2.91M	Sell	170,261 -1,700	-1%	-$33.5K	0.05%	384
2026 Q1	$2.94M	Buy	171,961 +25,570	+17%	+$479K	0.05%	384
2025 Q4	$2.81M	Buy	146,391 +8,591	+6%	+$164K	0.05%	388
2025 Q3	$2.66M	Buy	+137,800	New	+$2.56M	0.05%	350

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

World Investment Advisors's CSQ Position: Q2 2026 in Review

World Investment Advisors reduced its Calamos Strategic Total Return Fund (CSQ) stake by 0.99% in Q2 2026, selling an estimated $33.5K and leaving 170,261 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #384.

World Investment Advisors first reported a position in CSQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.94M in Q1 2026. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

World Investment Advisors held 170,261 shares of Calamos Strategic Total Return Fund worth $2.91M as of Q2 2026.
World Investment Advisors sold 1,700 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $33.5K.
Calamos Strategic Total Return Fund made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #384 holding.
World Investment Advisors first reported a position in Calamos Strategic Total Return Fund in Q3 2025 and has held it in 4 quarters since.
World Investment Advisors's Calamos Strategic Total Return Fund position peaked at $2.94M in Q1 2026.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.