CSQ β€” CALAMOS STRATEGIC TOTAL RETU

Ownership history in Prairie Wealth Advisors, Inc.  Β·  8 quarters on record

AI Ownership Summary

Prairie Wealth Advisors, Inc. reported CALAMOS STRATEGIC TOTAL RETU (CSQ) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q4. The latest visible filing shows CSQ at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prairie Wealth Advisors, Inc.'s position in CALAMOS STRATEGIC TOTAL RETU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CSQ was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prairie Wealth Advisors, Inc. held CSQ β€” position size vs. price
% of Fund (quarterly)    CSQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” -124,461 -100.0% 1.09% $2.6M 2026-02-14 (Est.) $18.68
2025 Q3 ADDED 124,461 +4,725 +3.9% 0.99% $2.4M 2025-11-14 $18.11
2025 Q2 ADDED 119,736 +10,219 +9.3% 0.93% $2.2M 2025-08-04 $17.35
2025 Q1 REDUCED 109,517 -1,168 -1.1% 0.87% $1.8M 2025-04-22 $14.06
2024 Q4 ADDED 110,685 +3,950 +3.7% 0.95% $2.0M 2025-01-28 $16.81
2024 Q3 ADDED 106,735 +3,250 +3.1% 0.92% $1.9M 2024-11-07 $16.40
2024 Q2 ADDED 103,485 +300 +0.3% 0.88% $1.7M 2024-08-14 $14.63
2024 Q1 INITIATED 103,185 β€” β€” 0.79% $1.7M 2024-05-15 $14.25

🏒 Other funds also holding CSQ

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.0% Ares Financial Consulting, LLC 0.0%

FAQ About Prairie Wealth Advisors, Inc. and CSQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prairie Wealth Advisors, Inc. reported owning CSQ?

Prairie Wealth Advisors, Inc. reported CSQ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CSQ position in Prairie Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for CSQ was 1.09% in 2025 Q4.

What is the latest reported CSQ position on this page?

The latest section of the table and chart shows the most recent reported CSQ position for Prairie Wealth Advisors, Inc..

What does the chart on this CSQ ownership page compare?

The chart compares Prairie Wealth Advisors, Inc.'s quarterly CSQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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