Back to CSQ
INDEPENDENT FINANCIAL GROUP, LLC → CSQ
INDEPENDENT FINANCIAL GROUP, LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
34
Latest value
$2.7M
Q3 2026
Peak value
$6.6M
First seen
Q2 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2020 | $186K |
| Q3 2020 | $182K |
| Q1 2021 | $225K |
| Q2 2021 | $253K |
| Q3 2021 | $218K |
| Q4 2021 | $228K |
| Q1 2022 | $283K |
| Q2 2022 | $258K |
| Q3 2022 | $242K |
| Q4 2022 | $234K |
| Q1 2023 | $251K |
| Q2 2023 | $244K |
| Q3 2023 | $202K |
| Q4 2023 | $217K |
| Q1 2024 | $201K |
| Q2 2024 | $211K |
| Q3 2024 | $199K |
| Q3 2025 | $121K |
| Q3 2025 | $216K |
| Q4 2025 | $122K |
| Q4 2025 | $2.8M |
| Q1 2026 | $117K |
| Q1 2026 | $3.9M |
| Q1 2026 | $287K |
| Q1 2026 | $117K |
| Q1 2026 | $4M |
| Q1 2026 | $287K |
| Q2 2026 | $147K |
| Q2 2026 | $3M |
| Q2 2026 | $4.8M |
| Q2 2026 | $1.6M |
| Q3 2026 | $3.4M |
| Q3 2026 | $6.6M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 102.1K | — | — |
| Q3 2026 | $6.6M | 248.4K | — | — |
| Q3 2026 | $3.4M | 118.0K | — | — |
| Q2 2026 | $1.6M | 59.0K | — | — |
| Q2 2026 | $4.8M | 176.9K | — | — |
| Q2 2026 | $3M | 108.7K | — | — |
| Q2 2026 | $147K | 10.8K | — | — |
| Q1 2026 | $287K | 12.1K | — | — |
| Q1 2026 | $4M | 158.2K | — | — |
| Q1 2026 | $117K | 10.8K | — | — |
| Q1 2026 | $287K | 12.1K | — | — |
| Q1 2026 | $3.9M | 153.2K | — | — |
| Q1 2026 | $117K | 10.8K | — | — |
| Q4 2025 | $2.8M | 104.5K | — | — |
| Q4 2025 | $122K | 10.8K | — | — |
| Q3 2025 | $216K | 7.9K | — | — |
| Q3 2025 | $121K | 10.8K | — | — |
| Q3 2024 | $199K | 27.8K | — | — |
| Q2 2024 | $211K | 30.8K | — | — |
| Q1 2024 | $201K | 30.8K | — | — |
| Q4 2023 | $217K | 37.6K | — | — |
| Q3 2023 | $202K | 36.5K | — | — |
| Q2 2023 | $244K | 40.5K | — | — |
| Q1 2023 | $251K | 42.0K | — | — |
| Q4 2022 | $234K | 41.9K | — | — |
| Q3 2022 | $242K | 39.8K | — | — |
| Q2 2022 | $258K | 37.8K | — | — |
| Q1 2022 | $283K | 31.8K | — | — |
| Q4 2021 | $228K | 22.8K | — | — |
| Q3 2021 | $218K | 22.8K | — | — |
| Q2 2021 | $253K | 23.1K | — | — |
| Q1 2021 | $225K | 22.1K | — | — |
| Q3 2020 | $182K | 15.6K | — | — |
| Q2 2020 | $186K | 16.4K | — | — |
Other funds holding CSQ
$87.8M
$80.6M
$79.8M
$72.2M