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GoalVest Advisory LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
6
Latest value
$6.6M
Q3 2026
Peak value
$6.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $604K |
| Q4 2025 | $3.4M |
| Q1 2026 | $2.8M |
| Q2 2026 | $3.5M |
| Q3 2026 | $126K |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 248.4K | — | — |
| Q3 2026 | $126K | 4.4K | — | — |
| Q2 2026 | $3.5M | 129.0K | — | — |
| Q1 2026 | $2.8M | 110.6K | — | — |
| Q4 2025 | $3.4M | 126.1K | — | — |
| Q3 2025 | $604K | 22.0K | — | — |
Other funds holding CSQ
$87.8M
$80.6M
$79.8M
$72.2M