A detailed history of Wealthcare Advisory Partners LLC transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 27,861 shares of CSQ stock, worth $517,378. This represents 0.01% of its overall portfolio holdings.

Number of Shares
27,861
Previous 26,952 3.37%
Holding current value
$517,378
Previous $491,000 9.37%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$18.02 - $19.56 $16,380 - $17,780
909 Added 3.37%
27,861 $537,000
Q2 2025

Jul 22, 2025

BUY
$13.86 - $18.24 $38,239 - $50,324
2,759 Added 11.4%
26,952 $491,000
Q1 2025

Apr 14, 2025

BUY
$15.97 - $18.5 $186,593 - $216,154
11,684 Added 93.4%
24,193 $391,000
Q4 2024

Jan 15, 2025

SELL
$17.14 - $18.44 $10,129 - $10,898
-591 Reduced 4.51%
12,509 $221,000
Q3 2024

Nov 04, 2024

BUY
$15.71 - $17.51 $14,139 - $15,759
900 Added 7.38%
13,100 $227,000
Q2 2024

Aug 09, 2024

BUY
$15.29 - $16.92 $186,538 - $206,424
12,200 New
12,200 $205,000
Q2 2021

Aug 16, 2021

SELL
$16.55 - $18.36 $82,750 - $91,800
-5,000 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$15.17 - $17.23 $75,850 - $86,150
5,000 New
5,000 $86,000
Q2 2020

Jul 29, 2020

SELL
$8.92 - $13.06 $26,911 - $39,402
-3,017 Closed
0 $0
Q1 2020

Apr 29, 2020

BUY
$7.43 - $14.46 $22,416 - $43,625
3,017 New
3,017 $29,000

Others Institutions Holding CSQ

About CALAMOS STRATEGIC TOTAL RETURN FUND


  • Ticker CSQ
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests ...
More about CSQ
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