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JIM SAULNIER & ASSOCIATES, LLC → CSQ
JIM SAULNIER & ASSOCIATES, LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
20
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $647K |
| Q4 2025 | $995K |
| Q4 2025 | $677K |
| Q4 2025 | $1.3M |
| Q1 2026 | $645K |
| Q1 2026 | $1M |
| Q1 2026 | $677K |
| Q1 2026 | $1.3M |
| Q2 2026 | $663K |
| Q2 2026 | $1M |
| Q2 2026 | $698K |
| Q2 2026 | $1.4M |
| Q3 2026 | $663K |
| Q3 2026 | $674K |
| Q3 2026 | $1M |
| Q3 2026 | $981K |
| Q3 2026 | $698K |
| Q3 2026 | $710K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 49.1K | — | — |
| Q3 2026 | $1.4M | 49.1K | — | — |
| Q3 2026 | $710K | 25.5K | — | — |
| Q3 2026 | $698K | 25.5K | — | — |
| Q3 2026 | $981K | 35.9K | — | — |
| Q3 2026 | $1M | 37.2K | — | — |
| Q3 2026 | $674K | 25.8K | — | — |
| Q3 2026 | $663K | 25.8K | — | — |
| Q2 2026 | $1.4M | 49.1K | — | — |
| Q2 2026 | $698K | 25.5K | — | — |
| Q2 2026 | $1M | 37.2K | — | — |
| Q2 2026 | $663K | 25.8K | — | — |
| Q1 2026 | $1.3M | 49.1K | — | — |
| Q1 2026 | $677K | 25.5K | — | — |
| Q1 2026 | $1M | 37.2K | — | — |
| Q1 2026 | $645K | 25.8K | — | — |
| Q4 2025 | $1.3M | 49.1K | — | — |
| Q4 2025 | $677K | 25.5K | — | — |
| Q4 2025 | $995K | 37.2K | — | — |
| Q4 2025 | $647K | 25.8K | — | — |