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KINGSWOOD WEALTH ADVISORS, LLC → CSQ
KINGSWOOD WEALTH ADVISORS, LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
7
Latest value
$8.5M
Q3 2026
Peak value
$8.5M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $276K |
| Q1 2026 | $495K |
| Q2 2026 | $543K |
| Q2 2026 | $4.1M |
| Q3 2026 | $337K |
| Q3 2026 | $876K |
| Q3 2026 | $8.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.5M | 318.1K | — | — |
| Q3 2026 | $876K | 33.5K | — | — |
| Q3 2026 | $337K | 11.8K | — | — |
| Q2 2026 | $4.1M | 149.8K | — | — |
| Q2 2026 | $543K | 20.2K | — | — |
| Q1 2026 | $495K | 19.7K | — | — |
| Q1 2026 | $276K | 11.6K | — | — |