Back to CSQ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CSQ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
28
Latest value
$828K
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $177K |
| Q3 2025 | $318K |
| Q3 2025 | $656K |
| Q3 2025 | $696K |
| Q3 2025 | $306K |
| Q3 2025 | $476K |
| Q4 2025 | $224K |
| Q4 2025 | $278K |
| Q4 2025 | $896K |
| Q4 2025 | $857K |
| Q4 2025 | $232K |
| Q4 2025 | $479K |
| Q1 2026 | $148K |
| Q1 2026 | $927K |
| Q1 2026 | $753K |
| Q1 2026 | $184K |
| Q1 2026 | $477K |
| Q2 2026 | $141K |
| Q2 2026 | $347K |
| Q2 2026 | $2.5M |
| Q2 2026 | $1M |
| Q2 2026 | $353K |
| Q2 2026 | $645K |
| Q3 2026 | $509K |
| Q3 2026 | $4M |
| Q3 2026 | $1.2M |
| Q3 2026 | $584K |
| Q3 2026 | $828K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $828K | 40.5K | — | — |
| Q3 2026 | $584K | 72.6K | — | — |
| Q3 2026 | $1.2M | 40.8K | — | — |
| Q3 2026 | $4M | 151.3K | — | — |
| Q3 2026 | $509K | 19.6K | — | — |
| Q2 2026 | $645K | 31.0K | — | — |
| Q2 2026 | $353K | 26.7K | — | — |
| Q2 2026 | $1M | 116.1K | — | — |
| Q2 2026 | $2.5M | 91.8K | — | — |
| Q2 2026 | $347K | 12.3K | — | — |
| Q2 2026 | $141K | 10.3K | — | — |
| Q1 2026 | $477K | 27.4K | — | — |
| Q1 2026 | $184K | 13.5K | — | — |
| Q1 2026 | $753K | 100.7K | — | — |
| Q1 2026 | $927K | 37.2K | — | — |
| Q1 2026 | $148K | 13.2K | — | — |
| Q4 2025 | $479K | 24.6K | — | — |
| Q4 2025 | $232K | 15.6K | — | — |
| Q4 2025 | $857K | 112.8K | — | — |
| Q4 2025 | $896K | 33.1K | — | — |
| Q4 2025 | $278K | 10.2K | — | — |
| Q4 2025 | $224K | 19.2K | — | — |
| Q3 2025 | $476K | 24.6K | — | — |
| Q3 2025 | $306K | 19.2K | — | — |
| Q3 2025 | $696K | 89.9K | — | — |
| Q3 2025 | $656K | 24.0K | — | — |
| Q3 2025 | $318K | 11.8K | — | — |
| Q3 2025 | $177K | 15.5K | — | — |
Other funds holding CSQ
$87.8M
$80.6M
$79.8M
$72.2M