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Crown Wealth Group, LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$14M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.4M |
| Q3 2025 | $302K |
| Q4 2025 | $12.7M |
| Q4 2025 | $361K |
| Q1 2026 | $12.9M |
| Q2 2026 | $14M |
| Q3 2026 | $14M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 56.3K | — | — |
| Q3 2026 | $14M | 495.8K | — | — |
| Q2 2026 | $14M | 499.4K | — | — |
| Q1 2026 | $12.9M | 474.6K | — | — |
| Q4 2025 | $361K | 13.3K | — | — |
| Q4 2025 | $12.7M | 469.9K | — | — |
| Q3 2025 | $302K | 11.3K | — | — |
| Q3 2025 | $11.4M | 438.4K | — | — |
Other funds holding CSQ
$87.8M
$80.6M
$79.8M
$72.2M