Back to CSQ
Wealthcare Advisory Partners LLC → CSQ
Wealthcare Advisory Partners LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
13
Latest value
$615K
Q3 2026
Peak value
$8.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.9M |
| Q3 2025 | $537K |
| Q4 2025 | $7.2M |
| Q4 2025 | $535K |
| Q1 2026 | $7.1M |
| Q1 2026 | $482K |
| Q2 2026 | $231K |
| Q2 2026 | $8M |
| Q2 2026 | $600K |
| Q3 2026 | $267K |
| Q3 2026 | $8.6M |
| Q3 2026 | $521K |
| Q3 2026 | $615K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $615K | 30.2K | — | — |
| Q3 2026 | $521K | 19.9K | — | — |
| Q3 2026 | $8.6M | 323.0K | — | — |
| Q3 2026 | $267K | 9.3K | — | — |
| Q2 2026 | $600K | 29.2K | — | — |
| Q2 2026 | $8M | 294.9K | — | — |
| Q2 2026 | $231K | 8.6K | — | — |
| Q1 2026 | $482K | 28.2K | — | — |
| Q1 2026 | $7.1M | 280.6K | — | — |
| Q4 2025 | $535K | 27.9K | — | — |
| Q4 2025 | $7.2M | 267.9K | — | — |
| Q3 2025 | $537K | 27.9K | — | — |
| Q3 2025 | $6.9M | 251.5K | — | — |
Other funds holding CSQ
$87.8M
$80.6M
$79.8M
$72.2M