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BOLTON SECURITIES CORPORATION’s Calamos Strategic Total Return Fund CSQ Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$164K Hold
8,030
– – 0.01% 961
2026
Q2 		$165K Hold
8,030
– – 0.01% 952
2026
Q1 		$137K Buy
+8,030
New +$151K 0.01% 926
2025
Q3 		$152K Buy
+7,860
New +$146K 0.01% 828
2025
Q1 		$127K Buy
+7,860
New +$138K 0.01% 797

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CSQ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Calamos Strategic Total Return Fund (CSQ) position steady in Q3 2026 at 8,030 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #961.

BOLTON SECURITIES CORPORATION first reported a position in CSQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $165K in Q2 2026. 143 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 8,030 shares of Calamos Strategic Total Return Fund worth $164K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Calamos Strategic Total Return Fund share count unchanged in Q3 2026.
  • Calamos Strategic Total Return Fund made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #961 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Calamos Strategic Total Return Fund in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Calamos Strategic Total Return Fund position peaked at $165K in Q2 2026.
  • 143 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.