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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CALAMOS STRATEGIC TOTAL RETU

Steward Partners Investment Advisory, LLC holds 121,061 shares of CSQ (CALAMOS STRATEGIC TOTAL RETU), worth $2.5M as of 2026-Q2. The position was decreased (-1.9% shares). CSQ represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.5M

Current Shares

121,061

Total Value Change

+$365,157

Total Shares Change

-1,351

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
121,061
-1.9%
$2.5M0.0%$20.29
0
2026-Q1
Decreased
123,454
-7.7%
$2.1M0.0%$16.58
0
2025-Q4
Decreased
133,787
-0.7%
$2.6M0.0%$18.35
0
2025-Q3
Decreased
134,791
-7.1%
$2.6M0.0%$18.03
0
2025-Q2
Decreased
145,072
-2.8%
$2.6M0.0%$16.76
0
2025-Q1
Increased
149,193
+8.3%
$2.4M0.0%$14.59
28
2024-Q4
Increased
137,699
+12.5%
$2.4M0.0%$15.78
29
2024-Q3
Increased
122,412
+27.3%
$2.1M0.0%$15.11
32

Other major holders of CSQ: BANK OF AMERICA CORP /DE/, MORGAN STANLEY, UBS Group AG

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