CSQ CALAMOS STRATEGIC TOTL RETN

Ownership history in Advisory Services Network, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in CALAMOS STRATEGIC TOTL RETN (CSQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2017 Q1)
Avg. % of fund
0.02%
First filed
2013 Q4
Last filed
2025 Q3
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10,955 0% 0.00% $211K $18.61
2025 Q2 REDUCED 10,955 -18,242 -62.5% 0.00% $201K $17.31
2025 Q1 ADDED 29,197 +107 +0.4% 0.01% $472K $15.06
2024 Q4 REDUCED 29,090 -1,099 -3.6% 0.01% $515K $16.29
2024 Q3 UNCHANGED 30,189 0% 0.01% $508K $15.60
2024 Q2 ADDED 30,189 +2,108 +7.5% 0.01% $508K $14.86
2024 Q1 REDUCED 28,081 -3,332 -10.6% 0.01% $460K $14.18
2023 Q4 REDUCED 31,413 -4,552 -12.7% 0.01% $467K $12.71
2023 Q3 REDUCED 35,965 -6,114 -14.5% 0.01% $506K $11.68
2023 Q2 ADDED 42,079 +7,236 +20.8% 0.02% $621K $12.00
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CSQ price (monthly, adj. close)
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