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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
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

World Investment Advisors's CSQ Position: Q1 2026 in Review

World Investment Advisors increased its Calamos Strategic Total Return Fund (CSQ) stake by 17% in Q1 2026, buying an estimated $479K and bringing the position to 171,961 shares worth $2.94M. 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 3 quarters since. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

  • World Investment Advisors held 171,961 shares of Calamos Strategic Total Return Fund worth $2.94M as of Q1 2026.
  • World Investment Advisors bought 25,570 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $479K.
  • Calamos Strategic Total Return Fund made up 0.05% of World Investment Advisors's portfolio in Q1 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 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.