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Simplicity Wealth,LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
4
Latest value
$1.9M
Q3 2026
Peak value
$17.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $679K |
| Q2 2026 | $8.3M |
| Q3 2026 | $17.7M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 70.8K | — | — |
| Q3 2026 | $17.7M | 663.1K | — | — |
| Q2 2026 | $8.3M | 303.6K | — | — |
| Q1 2026 | $679K | 27.0K | — | — |